Jefferies Group’s Otis Worldwide OTIS Stock Holding History

Jefferies Group’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	$1.23M	Sell	19,300 -24,279	-56%	-$1.78M	0.01%	760
2022 Q2	$3.08M	Buy	+43,579	New	+$3.21M	0.03%	488
2022 Q1	–	Sell	-43,874	Closed	-$3.82M	–	1852
2021 Q4	$3.82M	Buy	43,874 +29,674	+209%	+$2.48M	0.02%	562
2021 Q3	$1.17M	Sell	14,200 -3,050	-18%	-$268K	0.01%	936
2021 Q2	$1.41M	Sell	17,250 -75,150	-81%	-$5.78M	0.01%	866
2021 Q1	$6.32M	Buy	+92,400	New	+$6.04M	0.06%	311
2020 Q4	–	Sell	-80,200	Closed	-$5.01M	–	1743
2020 Q3	$5.01M	Sell	80,200 -96,893	-55%	-$5.93M	0.06%	291
2020 Q2	$10.1K	Buy	+177,093	New	+$9.18M	0.12%	135

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Jefferies Group's OTIS Position: Q3 2022 in Review

Jefferies Group reduced its Otis Worldwide (OTIS) stake by 56% in Q3 2022, selling an estimated $1.78M and leaving 19,300 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #760.

Jefferies Group first reported a position in OTIS in Q2 2020 and has held it in 8 quarters since. The position peaked at $6.32M in Q1 2021. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

Jefferies Group held 19,300 shares of Otis Worldwide worth $1.23M as of Q3 2022.
Jefferies Group sold 24,279 Otis Worldwide shares in Q3 2022, an estimated $1.78M.
Otis Worldwide made up 0.01% of Jefferies Group's portfolio in Q3 2022, its #760 holding.
Jefferies Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 8 quarters since.
Jefferies Group's Otis Worldwide position peaked at $6.32M in Q1 2021.
1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.