LSV Asset Management
OTIS icon

LSV Asset Management’s Otis Worldwide OTIS Stock Holding History

LSV Asset Management’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
2021
Q4 		– Sell
-74,050
Closed -$6.09M – 909
2021
Q3 		$6.09M Sell
74,050
-1,650
-2% -$145K 0.01% 518
2021
Q2 		$6.19M Hold
75,700
– – 0.01% 521
2021
Q1 		$5.18M Sell
75,700
-87,300
-54% -$5.71M 0.01% 561
2020
Q4 		$11M Sell
163,000
-500
-0.3% -$32.4K 0.02% 450
2020
Q3 		$10.2M Hold
163,500
– – 0.02% 423
2020
Q2 		$9.3M Buy
+163,500
New +$8.47M 0.02% 448

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management's OTIS Position: Q4 2021 in Review

LSV Asset Management sold out of Otis Worldwide (OTIS) in Q4 2021, closing a stake of 74,050 shares — an estimated $6.09M sold.

LSV Asset Management first reported a position in OTIS in Q2 2020 and held it in 6 quarters. The position peaked at $11M in Q4 2020. 1,192 funds tracked by Wall St. Rank hold OTIS as of Q4 2021.

  • LSV Asset Management reported no remaining Otis Worldwide position as of Q4 2021 after selling out during the quarter.
  • LSV Asset Management sold 74,050 Otis Worldwide shares in Q4 2021, an estimated $6.09M.
  • LSV Asset Management first reported a position in Otis Worldwide in Q2 2020 and held it in 6 quarters.
  • LSV Asset Management's Otis Worldwide position peaked at $11M in Q4 2020.
  • 1,192 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2021.

Based on LSV Asset Management's 13F filing for Q4 2021, filed 28 Jan 2022.