Lord, Abbett & Co
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Lord, Abbett & Co’s Otis Worldwide OTIS Stock Holding History

Lord, Abbett & Co’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
2023
Q2 		– Sell
-270,190
Closed -$22.8M – 567
2023
Q1 		$22.8M Sell
270,190
-24,590
-8% -$2.03M 0.08% 338
2022
Q4 		$23.1M Buy
294,780
+15,509
+6% +$1.15M 0.08% 327
2022
Q3 		$17.8M Sell
279,271
-7,391
-3% -$541K 0.07% 339
2022
Q2 		$20.3M Sell
286,662
-21,760
-7% -$1.6M 0.07% 330
2022
Q1 		$23.7M Sell
308,422
-1,550
-0.5% -$124K 0.06% 350
2021
Q4 		$27M Buy
+309,972
New +$25.9M 0.06% 357

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lord, Abbett & Co's OTIS Position: Q2 2023 in Review

Lord, Abbett & Co sold out of Otis Worldwide (OTIS) in Q2 2023, closing a stake of 270,190 shares — an estimated $22.8M sold.

Lord, Abbett & Co first reported a position in OTIS in Q4 2021 and held it in 6 quarters. The position peaked at $27M in Q4 2021. 1,124 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

  • Lord, Abbett & Co reported no remaining Otis Worldwide position as of Q2 2023 after selling out during the quarter.
  • Lord, Abbett & Co sold 270,190 Otis Worldwide shares in Q2 2023, an estimated $22.8M.
  • Lord, Abbett & Co first reported a position in Otis Worldwide in Q4 2021 and held it in 6 quarters.
  • Lord, Abbett & Co's Otis Worldwide position peaked at $27M in Q4 2021.
  • 1,124 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on Lord, Abbett & Co's 13F filing for Q2 2023, filed 14 Aug 2023.