Engine No 1 LLC’s Otis Worldwide OTIS Stock Holding History

Engine No 1 LLC’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 Q1	–	Sell	-2,907	Closed	-$253K	–	216
2021 Q4	$253K	Buy	+2,907	New	+$243K	0.05%	247

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

Engine No 1 LLC's OTIS Position: Q1 2022 in Review

Engine No 1 LLC sold out of Otis Worldwide (OTIS) in Q1 2022, closing a stake of 2,907 shares — an estimated $253K sold.

Engine No 1 LLC first reported a position in OTIS in Q4 2021 and held it in 1 quarter. The position peaked at $253K in Q4 2021. 1,144 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

Engine No 1 LLC reported no remaining Otis Worldwide position as of Q1 2022 after selling out during the quarter.
Engine No 1 LLC sold 2,907 Otis Worldwide shares in Q1 2022, an estimated $253K.
Engine No 1 LLC first reported a position in Otis Worldwide in Q4 2021 and held it in 1 quarter.
Engine No 1 LLC's Otis Worldwide position peaked at $253K in Q4 2021.
1,144 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on Engine No 1 LLC's 13F filing for Q1 2022, filed 13 May 2022.