Clark Capital Management Group’s Otis Worldwide OTIS Stock Holding History

Clark Capital Management Group’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
2022 Q1	–	Sell	-411,688	Closed	-$35.8M	–	394
2021 Q4	$35.8M	Buy	411,688 +88,887	+28%	+$7.44M	0.44%	77
2021 Q3	$26.6M	Buy	322,801 +10,477	+3%	+$921K	0.36%	115
2021 Q2	$25.5M	Buy	312,324 +7,791	+3%	+$600K	0.36%	119
2021 Q1	$20.8M	Sell	304,533 -4,449	-1%	-$291K	0.32%	136
2020 Q4	$20.9M	Sell	308,982 -7,873	-2%	-$511K	0.34%	126
2020 Q3	$19.8M	Buy	316,855 +170,391	+116%	+$10.4M	0.37%	116
2020 Q2	$8.33M	Buy	+146,464	New	+$7.59M	0.16%	142

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

Clark Capital Management Group's OTIS Position: Q1 2022 in Review

Clark Capital Management Group sold out of Otis Worldwide (OTIS) in Q1 2022, closing a stake of 411,688 shares — an estimated $35.8M sold.

Clark Capital Management Group first reported a position in OTIS in Q2 2020 and held it in 7 quarters. The position peaked at $35.8M in Q4 2021. 1,144 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

Clark Capital Management Group reported no remaining Otis Worldwide position as of Q1 2022 after selling out during the quarter.
Clark Capital Management Group sold 411,688 Otis Worldwide shares in Q1 2022, an estimated $35.8M.
Clark Capital Management Group first reported a position in Otis Worldwide in Q2 2020 and held it in 7 quarters.
Clark Capital Management Group's Otis Worldwide position peaked at $35.8M in Q4 2021.
1,144 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on Clark Capital Management Group's 13F filing for Q1 2022, filed 16 May 2022.