CCP
OTIS icon

Corient Capital Partners’s Otis Worldwide OTIS Stock Holding History

Corient Capital Partners’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
Q3 		$1.68M Buy
23,775
+2,518
+12% +$184K 0.13% 147
2022
Q2 		$1.5M Sell
21,257
-27
-0.1% -$1.99K 0.11% 164
2022
Q1 		$1.64M Buy
21,284
+5,005
+31% +$400K 0.11% 169
2021
Q4 		$1.42M Buy
16,279
+9,667
+146% +$809K 0.09% 192
2021
Q3 		$544K Buy
6,612
+271
+4% +$23.8K 0.04% 338
2021
Q2 		$519K Buy
6,341
+508
+9% +$39.1K 0.04% 352
2021
Q1 		$399K Buy
5,833
+428
+8% +$28K 0.03% 368
2020
Q4 		$365K Sell
5,405
-131
-2% -$8.5K 0.04% 336
2020
Q3 		$345K Sell
5,536
-185
-3% -$11.3K 0.04% 312
2020
Q2 		$326K Buy
+5,721
New +$296K 0.04% 320

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Corient Capital Partners's OTIS Position: Q3 2022 in Review

Corient Capital Partners increased its Otis Worldwide (OTIS) stake by 12% in Q3 2022, buying an estimated $184K and bringing the position to 23,775 shares worth $1.68M. The position accounts for 0.13% of the portfolio, ranked #147.

Corient Capital Partners first reported a position in OTIS in Q2 2020 and has held it in 10 quarters since. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

  • Corient Capital Partners held 23,775 shares of Otis Worldwide worth $1.68M as of Q3 2022.
  • Corient Capital Partners bought 2,518 Otis Worldwide shares in Q3 2022, an estimated $184K.
  • Otis Worldwide made up 0.13% of Corient Capital Partners's portfolio in Q3 2022, its #147 holding.
  • Corient Capital Partners first reported a position in Otis Worldwide in Q2 2020 and has held it in 10 quarters since.
  • 1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.