Jackson Square Capital’s Otis Worldwide OTIS Stock Holding History

Jackson Square Capital’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 Q2	–	Sell	-5,452	Closed	-$420K	–	174
2022 Q1	$420K	Hold	5,452	–	–	0.13%	125
2021 Q4	$475K	Hold	5,452	–	–	0.14%	138
2021 Q3	$449K	Sell	5,452 -145	-3%	-$12.8K	0.15%	124
2021 Q2	$458K	Buy	+5,597	New	+$431K	0.15%	119
2020 Q4	–	Sell	-676	Closed	-$42K	–	285
2020 Q3	$42K	Buy	+676	New	+$41.3K	0.02%	182

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jackson Square Capital's OTIS Position: Q2 2022 in Review

Jackson Square Capital sold out of Otis Worldwide (OTIS) in Q2 2022, closing a stake of 5,452 shares — an estimated $420K sold.

Jackson Square Capital first reported a position in OTIS in Q3 2020 and held it in 5 quarters. The position peaked at $475K in Q4 2021. 1,086 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

Jackson Square Capital reported no remaining Otis Worldwide position as of Q2 2022 after selling out during the quarter.
Jackson Square Capital sold 5,452 Otis Worldwide shares in Q2 2022, an estimated $420K.
Jackson Square Capital first reported a position in Otis Worldwide in Q3 2020 and held it in 5 quarters.
Jackson Square Capital's Otis Worldwide position peaked at $475K in Q4 2021.
1,086 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on Jackson Square Capital's 13F filing for Q2 2022, filed 25 Jul 2022.