JAFL
OTIS icon

Jay A. Fishman Ltd’s Otis Worldwide OTIS Stock Holding History

Jay A. Fishman Ltd’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
Q3 		– Sell
-3,195
Closed -$226K – 92
2022
Q2 		$226K Sell
3,195
-50
-2% -$3.68K 0.03% 87
2022
Q1 		$250K Hold
3,245
– – 0.03% 87
2021
Q4 		$283K Buy
3,245
+312
+11% +$26.1K 0.03% 88
2021
Q3 		$241K Sell
2,933
-1,850
-39% -$163K 0.03% 90
2021
Q2 		$391K Sell
4,783
-4,282
-47% -$330K 0.05% 77
2021
Q1 		$620K Sell
9,065
-1,425
-14% -$93.2K 0.08% 64
2020
Q4 		$709K Sell
10,490
-3,025
-22% -$196K 0.1% 58
2020
Q3 		$844K Sell
13,515
-375
-3% -$22.9K 0.13% 51
2020
Q2 		$790K Buy
+13,890
New +$720K 0.14% 52

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jay A. Fishman Ltd's OTIS Position: Q3 2022 in Review

Jay A. Fishman Ltd sold out of Otis Worldwide (OTIS) in Q3 2022, closing a stake of 3,195 shares — an estimated $226K sold.

Jay A. Fishman Ltd first reported a position in OTIS in Q2 2020 and held it in 9 quarters. The position peaked at $844K in Q3 2020. 1,042 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

  • Jay A. Fishman Ltd reported no remaining Otis Worldwide position as of Q3 2022 after selling out during the quarter.
  • Jay A. Fishman Ltd sold 3,195 Otis Worldwide shares in Q3 2022, an estimated $226K.
  • Jay A. Fishman Ltd first reported a position in Otis Worldwide in Q2 2020 and held it in 9 quarters.
  • Jay A. Fishman Ltd's Otis Worldwide position peaked at $844K in Q3 2020.
  • 1,042 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Jay A. Fishman Ltd's 13F filing for Q3 2022, filed 26 Oct 2022.