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Gyon Technologies Capital Management’s Otis Worldwide OTIS Stock Holding History

Gyon Technologies 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
Q1 		– Sell
-3,132
Closed -$245K – 289
2022
Q4 		$245K Buy
+3,132
New +$231K 0.09% 281
2022
Q1 		– Sell
-14,363
Closed -$1.25M – 483
2021
Q4 		$1.25M Buy
+14,363
New +$1.2M 0.23% 124
2021
Q3 		– Sell
-2,643
Closed -$216K – 461
2021
Q2 		$216K Sell
2,643
-8,155
-76% -$628K 0.07% 325
2021
Q1 		$739K Buy
10,798
+500
+5% +$32.7K 0.32% 77
2020
Q4 		$696K Sell
10,298
-552
-5% -$35.8K 0.24% 132
2020
Q3 		$677K Buy
+10,850
New +$664K 0.53% 60

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
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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gyon Technologies Capital Management's OTIS Position: Q1 2023 in Review

Gyon Technologies Capital Management sold out of Otis Worldwide (OTIS) in Q1 2023, closing a stake of 3,132 shares — an estimated $245K sold.

Gyon Technologies Capital Management first reported a position in OTIS in Q3 2020 and held it in 6 quarters. The position peaked at $1.25M in Q4 2021. 1,100 funds tracked by Wall St. Rank hold OTIS as of Q1 2023.

  • Gyon Technologies Capital Management reported no remaining Otis Worldwide position as of Q1 2023 after selling out during the quarter.
  • Gyon Technologies Capital Management sold 3,132 Otis Worldwide shares in Q1 2023, an estimated $245K.
  • Gyon Technologies Capital Management first reported a position in Otis Worldwide in Q3 2020 and held it in 6 quarters.
  • Gyon Technologies Capital Management's Otis Worldwide position peaked at $1.25M in Q4 2021.
  • 1,100 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2023.

Based on Gyon Technologies Capital Management's 13F filing for Q1 2023.