Fund Management at Engine No 1’s Otis Worldwide OTIS Stock Holding History

Fund Management at Engine No 1’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	-5,886	Closed	-$473K	–	304
2023 Q3	$473K	Buy	5,886 +503	+9%	+$43K	0.07%	252
2023 Q2	$479K	Buy	5,383 +350	+7%	+$29.5K	0.09%	233
2023 Q1	$425K	Buy	5,033 +447	+10%	+$37K	0.09%	235
2022 Q4	$359K	Buy	4,586 +546	+14%	+$40.3K	0.09%	236
2022 Q3	$258K	Sell	4,040 -226	-5%	-$16.5K	0.08%	265
2022 Q2	$301K	Buy	4,266 +669	+19%	+$49.3K	0.08%	248
2022 Q1	$277K	Buy	+3,597	New	+$287K	0.07%	271

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

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 $2.9T AUM 29.55% 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 $29.2B AUM 20.16% 1-Year Est. Return

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

Fund Management at Engine No 1's OTIS Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Otis Worldwide (OTIS) in Q4 2023, closing a stake of 5,886 shares — an estimated $473K sold.

Fund Management at Engine No 1 first reported a position in OTIS in Q1 2022 and held it in 7 quarters. The position peaked at $479K in Q2 2023. 1,189 funds tracked by Wall St. Rank hold OTIS as of Q4 2023.

Fund Management at Engine No 1 reported no remaining Otis Worldwide position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 5,886 Otis Worldwide shares in Q4 2023, an estimated $473K.
Fund Management at Engine No 1 first reported a position in Otis Worldwide in Q1 2022 and held it in 7 quarters.
Fund Management at Engine No 1's Otis Worldwide position peaked at $479K in Q2 2023.
1,189 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.