Echo Street Capital Management’s Otis Worldwide OTIS Stock Holding History

Echo Street 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 Q4	–	Sell	-63,178	Closed	-$5.07M	–	311
2023 Q3	$5.07M	Buy	63,178 +35,023	+124%	+$3M	0.05%	73
2023 Q2	$2.51M	Buy	28,155 +21,756	+340%	+$1.83M	0.02%	89
2023 Q1	$540K	Buy	+6,399	New	+$530K	﹤0.01%	247
2022 Q4	–	Sell	-36,779	Closed	-$2.35M	–	614
2022 Q3	$2.35M	Sell	36,779 -14,031	-28%	-$1.03M	0.02%	104
2022 Q2	$3.59M	Buy	+50,810	New	+$3.74M	0.03%	106
2022 Q1	–	Sell	-19,343	Closed	-$1.68M	–	706
2021 Q4	$1.68M	Buy	19,343 +15,385	+389%	+$1.29M	0.01%	174
2021 Q3	$326K	Buy	+3,958	New	+$348K	﹤0.01%	510

Other funds holding OTIS

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

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $27.6B AUM 23.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Echo Street Capital Management's OTIS Position: Q4 2023 in Review

Echo Street Capital Management sold out of Otis Worldwide (OTIS) in Q4 2023, closing a stake of 63,178 shares — an estimated $5.07M sold.

Echo Street Capital Management first reported a position in OTIS in Q3 2021 and held it in 7 quarters. The position peaked at $5.07M in Q3 2023. 1,190 funds tracked by Wall St. Rank hold OTIS as of Q4 2023.

Echo Street Capital Management reported no remaining Otis Worldwide position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 63,178 Otis Worldwide shares in Q4 2023, an estimated $5.07M.
Echo Street Capital Management first reported a position in Otis Worldwide in Q3 2021 and held it in 7 quarters.
Echo Street Capital Management's Otis Worldwide position peaked at $5.07M in Q3 2023.
1,190 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.