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Intrinsic Edge Capital Management’s Otis Worldwide OTIS Stock Holding History

Intrinsic Edge 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
Q3 		– Sell
-40,000
Closed -$3.56M – 183
2023
Q2 		$3.56M Sell
40,000
-30,000
-43% -$2.53M 0.26% 121
2023
Q1 		$5.91M Buy
+70,000
New +$5.79M 0.59% 65

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Intrinsic Edge Capital Management's OTIS Position: Q3 2023 in Review

Intrinsic Edge Capital Management sold out of Otis Worldwide (OTIS) in Q3 2023, closing a stake of 40,000 shares — an estimated $3.56M sold.

Intrinsic Edge Capital Management first reported a position in OTIS in Q1 2023 and held it in 2 quarters. The position peaked at $5.91M in Q1 2023. 1,095 funds tracked by Wall St. Rank hold OTIS as of Q3 2023.

  • Intrinsic Edge Capital Management reported no remaining Otis Worldwide position as of Q3 2023 after selling out during the quarter.
  • Intrinsic Edge Capital Management sold 40,000 Otis Worldwide shares in Q3 2023, an estimated $3.56M.
  • Intrinsic Edge Capital Management first reported a position in Otis Worldwide in Q1 2023 and held it in 2 quarters.
  • Intrinsic Edge Capital Management's Otis Worldwide position peaked at $5.91M in Q1 2023.
  • 1,095 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2023.

Based on Intrinsic Edge Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.