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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 		– Sell
-60,200
Closed -$4.25M – 1854
2022
Q2 		$4.25M Buy
+60,200
New +$4.43M 0.04% 395
2022
Q1 		– Sell
-105,000
Closed -$9.14M – 1851
2021
Q4 		$9.14M Buy
105,000
+55,100
+110% +$4.61M 0.05% 296
2021
Q3 		$4.11M Sell
49,900
-50,000
-50% -$4.4M 0.03% 493
2021
Q2 		$8.17M Buy
+99,900
New +$7.69M 0.05% 318

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

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.