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Empirical Asset Management’s Otis Worldwide OTIS Stock Holding History

Empirical 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
2022
Q3 		– Sell
-8,920
Closed -$630K – 169
2022
Q2 		$630K Buy
8,920
+6,024
+208% +$444K 0.66% 43
2022
Q1 		$223K Buy
+2,896
New +$231K 0.21% 134

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Empirical Asset Management's OTIS Position: Q3 2022 in Review

Empirical Asset Management sold out of Otis Worldwide (OTIS) in Q3 2022, closing a stake of 8,920 shares — an estimated $630K sold.

Empirical Asset Management first reported a position in OTIS in Q1 2022 and held it in 2 quarters. The position peaked at $630K in Q2 2022. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

  • Empirical Asset Management reported no remaining Otis Worldwide position as of Q3 2022 after selling out during the quarter.
  • Empirical Asset Management sold 8,920 Otis Worldwide shares in Q3 2022, an estimated $630K.
  • Empirical Asset Management first reported a position in Otis Worldwide in Q1 2022 and held it in 2 quarters.
  • Empirical Asset Management's Otis Worldwide position peaked at $630K in Q2 2022.
  • 1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Empirical Asset Management's 13F filing for Q3 2022, filed 19 Oct 2022.