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Mackay Shields LLC’s Otis Worldwide OTIS Stock Holding History

Mackay Shields LLC’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
-60,954
Closed -$4.69M – 576
2022
Q1 		$4.69M Sell
60,954
-2,374
-4% -$190K 0.04% 369
2021
Q4 		$5.51M Sell
63,328
-1,745
-3% -$146K 0.05% 346
2021
Q3 		$5.35M Buy
65,073
+1,655
+3% +$146K 0.05% 325
2021
Q2 		$5.19M Sell
63,418
-52,496
-45% -$4.04M 0.05% 331
2021
Q1 		$7.93M Buy
115,914
+3,126
+3% +$204K 0.06% 344
2020
Q4 		$7.62M Sell
112,788
-89,767
-44% -$5.82M 0.05% 373
2020
Q3 		$12.6M Buy
202,555
+68,513
+51% +$4.19M 0.09% 249
2020
Q2 		$7.62M Buy
+134,042
New +$6.94M 0.06% 339

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

Mackay Shields LLC's OTIS Position: Q2 2022 in Review

Mackay Shields LLC sold out of Otis Worldwide (OTIS) in Q2 2022, closing a stake of 60,954 shares — an estimated $4.69M sold.

Mackay Shields LLC first reported a position in OTIS in Q2 2020 and held it in 8 quarters. The position peaked at $12.6M in Q3 2020. 1,086 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

  • Mackay Shields LLC reported no remaining Otis Worldwide position as of Q2 2022 after selling out during the quarter.
  • Mackay Shields LLC sold 60,954 Otis Worldwide shares in Q2 2022, an estimated $4.69M.
  • Mackay Shields LLC first reported a position in Otis Worldwide in Q2 2020 and held it in 8 quarters.
  • Mackay Shields LLC's Otis Worldwide position peaked at $12.6M in Q3 2020.
  • 1,086 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on Mackay Shields LLC's 13F filing for Q2 2022, filed 3 Aug 2022.