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M&G Investment Management’s Otis Worldwide OTIS Stock Holding History

M&G Investment 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
2022
Q2 		– Sell
-3,178
Closed -$245 – 469
2022
Q1 		$245 Sell
3,178
-27
-0.8% -$2.16K ﹤0.01% 432
2021
Q4 		$279 Buy
3,205
+623
+24% +$52.1K ﹤0.01% 437
2021
Q3 		$212 Sell
2,582
-788
-23% -$69.3K ﹤0.01% 722
2021
Q2 		$276 Buy
+3,370
New +$259K ﹤0.01% 701

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

M&G Investment Management's OTIS Position: Q2 2022 in Review

M&G Investment Management sold out of Otis Worldwide (OTIS) in Q2 2022, closing a stake of 3,178 shares — an estimated $245 sold.

M&G Investment Management first reported a position in OTIS in Q2 2021 and held it in 4 quarters. The position peaked at $279 in Q4 2021. 1,086 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

  • M&G Investment Management reported no remaining Otis Worldwide position as of Q2 2022 after selling out during the quarter.
  • M&G Investment Management sold 3,178 Otis Worldwide shares in Q2 2022, an estimated $245.
  • M&G Investment Management first reported a position in Otis Worldwide in Q2 2021 and held it in 4 quarters.
  • M&G Investment Management's Otis Worldwide position peaked at $279 in Q4 2021.
  • 1,086 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on M&G Investment Management's 13F filing for Q2 2022, filed 25 Aug 2022.