Desjardins Global Asset Management’s Otis Worldwide OTIS Stock Holding History

Desjardins Global 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
2023 Q4	$1.9M	Buy	21,194 +36	+0.2%	+$2.99K	0.2%	122
2023 Q3	$1.7M	Sell	21,158 -371	-2%	-$31.7K	0.19%	126
2023 Q2	$1.92M	Sell	21,529 -1,883	-8%	-$159K	0.22%	101
2023 Q1	$1.98M	Buy	23,412 +2,430	+12%	+$201K	0.25%	84
2022 Q4	$1.64M	Sell	20,982 -1,346	-6%	-$99.4K	0.26%	83
2022 Q3	$1.43M	Sell	22,328 -3,661	-14%	-$268K	0.18%	118
2022 Q2	$1.84M	Sell	25,989 -2,003	-7%	-$148K	0.24%	93
2022 Q1	$2.15M	Buy	27,992 +4,125	+17%	+$330K	0.19%	122
2021 Q4	$2.08M	Buy	+23,867	New	+$2M	0.18%	139

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Desjardins Global Asset Management's OTIS Position: Q4 2023 in Review

Desjardins Global Asset Management increased its Otis Worldwide (OTIS) stake by 0.17% in Q4 2023, buying an estimated $2.99K and bringing the position to 21,194 shares worth $1.9M. The position accounts for 0.2% of the portfolio, ranked #122.

Desjardins Global Asset Management first reported a position in OTIS in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.15M in Q1 2022. 1,189 funds tracked by Wall St. Rank hold OTIS as of Q4 2023.

Desjardins Global Asset Management held 21,194 shares of Otis Worldwide worth $1.9M as of Q4 2023.
Desjardins Global Asset Management bought 36 Otis Worldwide shares in Q4 2023, an estimated $2.99K.
Otis Worldwide made up 0.2% of Desjardins Global Asset Management's portfolio in Q4 2023, its #122 holding.
Desjardins Global Asset Management first reported a position in Otis Worldwide in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's Otis Worldwide position peaked at $2.15M in Q1 2022.
1,189 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.