ECM
OTIS icon

Exchange Capital Management’s Otis Worldwide OTIS Stock Holding History

Exchange 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
2022
Q1 		– Sell
-16,122
Closed -$1.4M – 166
2021
Q4 		$1.4M Sell
16,122
-201
-1% -$16.8K 0.26% 97
2021
Q3 		$1.34M Sell
16,323
-751
-4% -$66K 0.26% 97
2021
Q2 		$1.4M Sell
17,074
-46
-0.3% -$3.54K 0.27% 96
2021
Q1 		$1.17M Hold
17,120
– – 0.24% 103
2020
Q4 		$1.16M Sell
17,120
-1,114
-6% -$72.3K 0.26% 97
2020
Q3 		$1.14M Sell
18,234
-354
-2% -$21.7K 0.29% 91
2020
Q2 		$1.06M Buy
+18,588
New +$963K 0.29% 92

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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
Capital Research Global Investors
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

Exchange Capital Management's OTIS Position: Q1 2022 in Review

Exchange Capital Management sold out of Otis Worldwide (OTIS) in Q1 2022, closing a stake of 16,122 shares — an estimated $1.4M sold.

Exchange Capital Management first reported a position in OTIS in Q2 2020 and held it in 7 quarters. The position peaked at $1.4M in Q4 2021. 1,144 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

  • Exchange Capital Management reported no remaining Otis Worldwide position as of Q1 2022 after selling out during the quarter.
  • Exchange Capital Management sold 16,122 Otis Worldwide shares in Q1 2022, an estimated $1.4M.
  • Exchange Capital Management first reported a position in Otis Worldwide in Q2 2020 and held it in 7 quarters.
  • Exchange Capital Management's Otis Worldwide position peaked at $1.4M in Q4 2021.
  • 1,144 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on Exchange Capital Management's 13F filing for Q1 2022, filed 28 Apr 2022.