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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Geode Capital Management

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return