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Credit Suisse’s Otis Worldwide OTIS Stock Holding History

Credit Suisse’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
2024
Q1 		$152M Sell
1,535,994
-432,147
-22% -$39.9M 0.15% 123
2023
Q4 		$176M Sell
1,968,141
-162,787
-8% -$13.5M 0.17% 103
2023
Q3 		$171M Sell
2,130,928
-155,717
-7% -$13.3M 0.17% 106
2023
Q2 		$204M Buy
2,286,645
+306,456
+15% +$25.8M 0.2% 94
2023
Q1 		$167M Sell
1,980,189
-41,113
-2% -$3.4M 0.17% 111
2022
Q4 		$158M Sell
2,021,302
-90,905
-4% -$6.71M 0.17% 113
2022
Q3 		$135M Sell
2,112,207
-74,547
-3% -$5.45M 0.15% 134
2022
Q2 		$155M Sell
2,186,754
-57,445
-3% -$4.23M 0.16% 117
2022
Q1 		$173M Buy
2,244,199
+220,547
+11% +$17.6M 0.15% 136
2021
Q4 		$176M Buy
2,023,652
+84,775
+4% +$7.1M 0.09% 208
2021
Q3 		$160M Sell
1,938,877
-54,446
-3% -$4.79M 0.09% 223
2021
Q2 		$164M Sell
1,993,323
-5,455,687
-73% -$420M 0.09% 232
2021
Q1 		$510M Buy
7,449,010
+676,280
+10% +$44.2M 0.26% 62
2020
Q4 		$457M Buy
6,772,730
+72,720
+1% +$4.72M 0.22% 84
2020
Q3 		$418M Sell
6,700,010
-3,431,001
-34% -$210M 0.26% 68
2020
Q2 		$576M Buy
+10,131,011
New +$525M 0.41% 36

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Credit Suisse's OTIS Position: Q1 2024 in Review

Credit Suisse reduced its Otis Worldwide (OTIS) stake by 22% in Q1 2024, selling an estimated $39.9M and leaving 1,535,994 shares worth $152M. The position accounts for 0.15% of the portfolio, ranked #123.

Credit Suisse first reported a position in OTIS in Q2 2020 and has held it in 16 quarters since. The position peaked at $576M in Q2 2020. 1,200 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

  • Credit Suisse held 1,535,994 shares of Otis Worldwide worth $152M as of Q1 2024.
  • Credit Suisse sold 432,147 Otis Worldwide shares in Q1 2024, an estimated $39.9M.
  • Otis Worldwide made up 0.15% of Credit Suisse's portfolio in Q1 2024, its #123 holding.
  • Credit Suisse first reported a position in Otis Worldwide in Q2 2020 and has held it in 16 quarters since.
  • Credit Suisse's Otis Worldwide position peaked at $576M in Q2 2020.
  • 1,200 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.