EFG Capital International’s Otis Worldwide OTIS Stock Holding History

EFG Capital International’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 Q2	$7.18M	Buy	+80,682	New	+$6.8M	1.66%	16

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EFG Capital International's OTIS Position: Q2 2023 in Review

EFG Capital International opened a new position in Otis Worldwide (OTIS) in Q2 2023: 80,682 shares worth $7.18M. The stake represents 1.66% of the portfolio and ranks #16 among its holdings.

1,124 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

EFG Capital International held 80,682 shares of Otis Worldwide worth $7.18M as of Q2 2023.
Otis Worldwide was a new EFG Capital International position in Q2 2023.
Otis Worldwide made up 1.66% of EFG Capital International's portfolio in Q2 2023, its #16 holding.
1,124 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on EFG Capital International's 13F filing for Q2 2023, filed 2 Aug 2023.