Eaton Vance Management’s Otis Worldwide OTIS Stock Holding History

Eaton Vance 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
2022 Q3	$47.3M	Buy	740,718 +3,834	+0.5%	+$280K	0.07%	275
2022 Q2	$52.1M	Sell	736,884 -37,073	-5%	-$2.73M	0.07%	255
2022 Q1	$59.6M	Buy	773,957 +153,502	+25%	+$12.3M	0.07%	277
2021 Q4	$54M	Sell	620,455 -1,283	-0.2%	-$107K	0.07%	279
2021 Q3	$50.8M	Sell	621,738 -52	-0%	-$4.57K	0.07%	260
2021 Q2	$50.8M	Sell	621,790 -3,204	-0.5%	-$247K	0.07%	271
2021 Q1	$42.8M	Sell	624,994 -29,230	-4%	-$1.91M	0.06%	294
2020 Q4	$44.2M	Sell	654,224 -6,523	-1%	-$423K	0.07%	263
2020 Q3	$41.2M	Sell	660,747 -18,783	-3%	-$1.15M	0.08%	237
2020 Q2	$38.6M	Buy	+679,530	New	+$35.2M	0.08%	225

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Eaton Vance Management's OTIS Position: Q3 2022 in Review

Eaton Vance Management increased its Otis Worldwide (OTIS) stake by 0.52% in Q3 2022, buying an estimated $280K and bringing the position to 740,718 shares worth $47.3M. The position accounts for 0.07% of the portfolio, ranked #275.

Eaton Vance Management first reported a position in OTIS in Q2 2020 and has held it in 10 quarters since. The position peaked at $59.6M in Q1 2022. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

Eaton Vance Management held 740,718 shares of Otis Worldwide worth $47.3M as of Q3 2022.
Eaton Vance Management bought 3,834 Otis Worldwide shares in Q3 2022, an estimated $280K.
Otis Worldwide made up 0.07% of Eaton Vance Management's portfolio in Q3 2022, its #275 holding.
Eaton Vance Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 10 quarters since.
Eaton Vance Management's Otis Worldwide position peaked at $59.6M in Q1 2022.
1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.