Clear Harbor Asset Management’s Otis Worldwide OTIS Stock Holding History

Clear Harbor Asset Management’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	-2,387	Closed	-$208K	–	433
2021 Q4	$208K	Buy	+2,387	New	+$200K	0.02%	354
2021 Q2	–	Sell	-3,294	Closed	-$225K	–	380
2021 Q1	$225K	Sell	3,294 -10	-0.3%	-$654	0.03%	296
2020 Q4	$223K	Sell	3,304 -14	-0.4%	-$908	0.03%	258
2020 Q3	$207K	Sell	3,318 -460	-12%	-$28.1K	0.04%	242
2020 Q2	$215K	Buy	+3,778	New	+$196K	0.04%	232

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

Clear Harbor Asset Management's OTIS Position: Q1 2022 in Review

Clear Harbor Asset Management sold out of Otis Worldwide (OTIS) in Q1 2022, closing a stake of 2,387 shares — an estimated $208K sold.

Clear Harbor Asset Management first reported a position in OTIS in Q2 2020 and held it in 5 quarters. The position peaked at $225K in Q1 2021. 1,144 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

Clear Harbor Asset Management reported no remaining Otis Worldwide position as of Q1 2022 after selling out during the quarter.
Clear Harbor Asset Management sold 2,387 Otis Worldwide shares in Q1 2022, an estimated $208K.
Clear Harbor Asset Management first reported a position in Otis Worldwide in Q2 2020 and held it in 5 quarters.
Clear Harbor Asset Management's Otis Worldwide position peaked at $225K in Q1 2021.
1,144 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on Clear Harbor Asset Management's 13F filing for Q1 2022, filed 10 May 2022.