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Greenland Capital Management’s Otis Worldwide OTIS Stock Holding History

Greenland 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
2023
Q4 		– Sell
-7,999
Closed -$642K – 507
2023
Q3 		$642K Buy
+7,999
New +$684K 0.06% 256
2023
Q2 		– Sell
-45,993
Closed -$3.88M – 350
2023
Q1 		$3.88M Sell
45,993
-115,663
-72% -$9.57M 0.42% 86
2022
Q4 		$12.7M Buy
+161,656
New +$11.9M 2% 5

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Greenland Capital Management's OTIS Position: Q4 2023 in Review

Greenland Capital Management sold out of Otis Worldwide (OTIS) in Q4 2023, closing a stake of 7,999 shares — an estimated $642K sold.

Greenland Capital Management first reported a position in OTIS in Q4 2022 and held it in 3 quarters. The position peaked at $12.7M in Q4 2022. 1,189 funds tracked by Wall St. Rank hold OTIS as of Q4 2023.

  • Greenland Capital Management reported no remaining Otis Worldwide position as of Q4 2023 after selling out during the quarter.
  • Greenland Capital Management sold 7,999 Otis Worldwide shares in Q4 2023, an estimated $642K.
  • Greenland Capital Management first reported a position in Otis Worldwide in Q4 2022 and held it in 3 quarters.
  • Greenland Capital Management's Otis Worldwide position peaked at $12.7M in Q4 2022.
  • 1,189 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2023.

Based on Greenland Capital Management's 13F filing for Q4 2023, filed 13 Feb 2024.