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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 $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
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
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 $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return