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Deccan Value Investors’s Otis Worldwide OTIS Stock Holding History

Deccan Value Investors’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
Q3 		– Sell
-2,019,902
Closed -$180M – 5
2023
Q2 		$180M Sell
2,019,902
-105,100
-5% -$8.85M 16.45% 5
2023
Q1 		$179M Sell
2,125,002
-235,100
-10% -$19.5M 17.76% 4
2022
Q4 		$185M Sell
2,360,102
-39,756
-2% -$2.94M 20.03% 3
2022
Q3 		$153M Sell
2,399,858
-701,054
-23% -$51.3M 19.17% 4
2022
Q2 		$219M Sell
3,100,912
-679,914
-18% -$50.1M 18.52% 3
2022
Q1 		$291M Sell
3,780,826
-623,728
-14% -$49.8M 14.82% 1
2021
Q4 		$384M Sell
4,404,554
-163,746
-4% -$13.7M 15.07% 1
2021
Q3 		$376M Sell
4,568,300
-103,600
-2% -$9.11M 14.87% 1
2021
Q2 		$382M Sell
4,671,900
-3,600
-0.1% -$277K 15.06% 1
2021
Q1 		$320M Sell
4,675,500
-614,100
-12% -$40.1M 14.17% 1
2020
Q4 		$357M Sell
5,289,600
-39,900
-0.7% -$2.59M 14.5% 1
2020
Q3 		$333M Buy
5,329,500
+881,700
+20% +$53.9M 15.13% 1
2020
Q2 		$253M Buy
+4,447,800
New +$230M 13.16% 4

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Deccan Value Investors's OTIS Position: Q3 2023 in Review

Deccan Value Investors sold out of Otis Worldwide (OTIS) in Q3 2023, closing a stake of 2,019,902 shares — an estimated $180M sold.

Deccan Value Investors first reported a position in OTIS in Q2 2020 and held it in 13 quarters. The position peaked at $384M in Q4 2021. 1,095 funds tracked by Wall St. Rank hold OTIS as of Q3 2023.

  • Deccan Value Investors reported no remaining Otis Worldwide position as of Q3 2023 after selling out during the quarter.
  • Deccan Value Investors sold 2,019,902 Otis Worldwide shares in Q3 2023, an estimated $180M.
  • Deccan Value Investors first reported a position in Otis Worldwide in Q2 2020 and held it in 13 quarters.
  • Deccan Value Investors's Otis Worldwide position peaked at $384M in Q4 2021.
  • 1,095 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2023.

Based on Deccan Value Investors's 13F filing for Q3 2023, filed 14 Nov 2023.