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General American Investors’s Otis Worldwide OTIS Stock Holding History

General American Investors’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
2021
Q4 		– Sell
-159,085
Closed -$13.1M – 69
2021
Q3 		$13.1M Sell
159,085
-30,000
-16% -$2.64M 1.11% 34
2021
Q2 		$15.5M Hold
189,085
– – 1.29% 26
2021
Q1 		$12.9M Buy
189,085
+38,000
+25% +$2.48M 1.21% 30
2020
Q4 		$10.2M Buy
151,085
+42,315
+39% +$2.75M 1.01% 36
2020
Q3 		$6.79M Hold
108,770
– – 0.78% 39
2020
Q2 		$6.18M Buy
+108,770
New +$5.64M 0.78% 39

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

General American Investors's OTIS Position: Q4 2021 in Review

General American Investors sold out of Otis Worldwide (OTIS) in Q4 2021, closing a stake of 159,085 shares — an estimated $13.1M sold.

General American Investors first reported a position in OTIS in Q2 2020 and held it in 6 quarters. The position peaked at $15.5M in Q2 2021. 1,192 funds tracked by Wall St. Rank hold OTIS as of Q4 2021.

  • General American Investors reported no remaining Otis Worldwide position as of Q4 2021 after selling out during the quarter.
  • General American Investors sold 159,085 Otis Worldwide shares in Q4 2021, an estimated $13.1M.
  • General American Investors first reported a position in Otis Worldwide in Q2 2020 and held it in 6 quarters.
  • General American Investors's Otis Worldwide position peaked at $15.5M in Q2 2021.
  • 1,192 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2021.

Based on General American Investors's 13F filing for Q4 2021, filed 11 Feb 2022.