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Kiwi Wealth Investments Limited Partnership’s Otis Worldwide OTIS Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q4 		– Sell
-71,300
Closed -$5.04M – 247
2022
Q3 		$5.04M Hold
71,300
– – 0.35% 76
2022
Q2 		$5.04M Sell
71,300
-5,523
-7% -$407K 0.35% 76
2022
Q1 		$5.91M Buy
+76,823
New +$6.14M 0.32% 83

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's OTIS Position: Q4 2022 in Review

Kiwi Wealth Investments Limited Partnership sold out of Otis Worldwide (OTIS) in Q4 2022, closing a stake of 71,300 shares — an estimated $5.04M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in OTIS in Q1 2022 and held it in 3 quarters. The position peaked at $5.91M in Q1 2022. 1,106 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Otis Worldwide position as of Q4 2022 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 71,300 Otis Worldwide shares in Q4 2022, an estimated $5.04M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Otis Worldwide in Q1 2022 and held it in 3 quarters.
  • Kiwi Wealth Investments Limited Partnership's Otis Worldwide position peaked at $5.91M in Q1 2022.
  • 1,106 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2022, filed 15 Feb 2023.