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Cipher Capital’s Otis Worldwide OTIS Stock Holding History

Cipher Capital’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,724
Closed -$230K – 653
2023
Q1 		$230K Buy
+2,724
New +$225K 0.04% 440
2021
Q2 		$221K Buy
+2,702
New +$208K 0.12% 256
2020
Q4 		– Sell
-42,461
Closed -$2.65M – 591
2020
Q3 		$2.65M Buy
+42,461
New +$2.6M 0.35% 80

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cipher Capital's OTIS Position: Q2 2023 in Review

Cipher Capital sold out of Otis Worldwide (OTIS) in Q2 2023, closing a stake of 2,724 shares — an estimated $230K sold.

Cipher Capital first reported a position in OTIS in Q3 2020 and held it in 3 quarters. The position peaked at $2.65M in Q3 2020. 1,124 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

  • Cipher Capital reported no remaining Otis Worldwide position as of Q2 2023 after selling out during the quarter.
  • Cipher Capital sold 2,724 Otis Worldwide shares in Q2 2023, an estimated $230K.
  • Cipher Capital first reported a position in Otis Worldwide in Q3 2020 and held it in 3 quarters.
  • Cipher Capital's Otis Worldwide position peaked at $2.65M in Q3 2020.
  • 1,124 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on Cipher Capital's 13F filing for Q2 2023, filed 14 Aug 2023.