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Industrial Alliance Investment Management’s Otis Worldwide OTIS Stock Holding History

Industrial Alliance Investment 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
Q2 		– Sell
-15,517
Closed -$1.31M – 407
2023
Q1 		$1.31M Buy
15,517
+11,618
+298% +$961K 0.04% 273
2022
Q4 		$305K Hold
3,899
– – 0.01% 322
2022
Q3 		$249K Hold
3,899
– – 0.01% 325
2022
Q2 		$276K Sell
3,899
-271
-6% -$20K 0.01% 327
2022
Q1 		$321K Sell
4,170
-1,546
-27% -$124K 0.01% 334
2021
Q4 		$498K Buy
+5,716
New +$478K 0.01% 305

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 $3.37T AUM 44.26% 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
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
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 $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Industrial Alliance Investment Management's OTIS Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Otis Worldwide (OTIS) in Q2 2023, closing a stake of 15,517 shares — an estimated $1.31M sold.

Industrial Alliance Investment Management first reported a position in OTIS in Q4 2021 and held it in 6 quarters. The position peaked at $1.31M in Q1 2023. 1,124 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Otis Worldwide position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 15,517 Otis Worldwide shares in Q2 2023, an estimated $1.31M.
  • Industrial Alliance Investment Management first reported a position in Otis Worldwide in Q4 2021 and held it in 6 quarters.
  • Industrial Alliance Investment Management's Otis Worldwide position peaked at $1.31M in Q1 2023.
  • 1,124 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.