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IndexIQ Advisors’s Otis Worldwide OTIS Stock Holding History

IndexIQ Advisors’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 		$3.85M Buy
50,055
+42,893
+599% +$3.43M 0.14% 152
2021
Q4 		$624K Sell
7,162
-291
-4% -$24.4K 0.02% 432
2021
Q3 		$613K Buy
7,453
+353
+5% +$31K 0.02% 434
2021
Q2 		$581K Buy
+7,100
New +$546K 0.02% 399

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

IndexIQ Advisors's OTIS Position: Q1 2022 in Review

IndexIQ Advisors increased its Otis Worldwide (OTIS) stake by 599% in Q1 2022, buying an estimated $3.43M and bringing the position to 50,055 shares worth $3.85M. The position accounts for 0.14% of the portfolio, ranked #152.

IndexIQ Advisors first reported a position in OTIS in Q2 2021 and has held it in 4 quarters since. 1,144 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

  • IndexIQ Advisors held 50,055 shares of Otis Worldwide worth $3.85M as of Q1 2022.
  • IndexIQ Advisors bought 42,893 Otis Worldwide shares in Q1 2022, an estimated $3.43M.
  • Otis Worldwide made up 0.14% of IndexIQ Advisors's portfolio in Q1 2022, its #152 holding.
  • IndexIQ Advisors first reported a position in Otis Worldwide in Q2 2021 and has held it in 4 quarters since.
  • 1,144 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.