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Dupont Capital Management’s Otis Worldwide OTIS Stock Holding History

Dupont Capital 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
Q1 		– Sell
-933
Closed -$73.1K – 1081
2022
Q4 		$73.1K Sell
933
-90
-9% -$6.64K ﹤0.01% 1008
2022
Q3 		$65K Sell
1,023
-254
-20% -$18.6K ﹤0.01% 1124
2022
Q2 		$90K Sell
1,277
-579
-31% -$42.6K ﹤0.01% 1202
2022
Q1 		$143K Sell
1,856
-419
-18% -$33.5K 0.01% 1187
2021
Q4 		$198K Sell
2,275
-11,655
-84% -$976K 0.01% 1111
2021
Q3 		$1.15M Buy
13,930
+6,355
+84% +$559K 0.04% 490
2021
Q2 		$619K Buy
7,575
+195
+3% +$15K 0.01% 869
2021
Q1 		$505K Sell
7,380
-6,731
-48% -$440K 0.01% 906
2020
Q4 		$953K Sell
14,111
-10,974
-44% -$712K 0.02% 582
2020
Q3 		$1.57M Buy
25,085
+8,731
+53% +$534K 0.03% 358
2020
Q2 		$930K Buy
+16,354
New +$847K 0.02% 543

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dupont Capital Management's OTIS Position: Q1 2023 in Review

Dupont Capital Management sold out of Otis Worldwide (OTIS) in Q1 2023, closing a stake of 933 shares — an estimated $73.1K sold.

Dupont Capital Management first reported a position in OTIS in Q2 2020 and held it in 11 quarters. The position peaked at $1.57M in Q3 2020. 1,099 funds tracked by Wall St. Rank hold OTIS as of Q1 2023.

  • Dupont Capital Management reported no remaining Otis Worldwide position as of Q1 2023 after selling out during the quarter.
  • Dupont Capital Management sold 933 Otis Worldwide shares in Q1 2023, an estimated $73.1K.
  • Dupont Capital Management first reported a position in Otis Worldwide in Q2 2020 and held it in 11 quarters.
  • Dupont Capital Management's Otis Worldwide position peaked at $1.57M in Q3 2020.
  • 1,099 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2023.

Based on Dupont Capital Management's 13F filing for Q1 2023, filed 28 Apr 2023.