Main Street Research’s Otis Worldwide OTIS Stock Holding History

Main Street Research’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	-4,990	Closed	-$384K	–	111
2022 Q1	$384K	Sell	4,990 -364,853	-99%	-$29.2M	0.04%	82
2021 Q4	$32.2M	Buy	369,843 +17,798	+5%	+$1.49M	2.49%	17
2021 Q3	$29M	Buy	352,045 +5,972	+2%	+$525K	2.53%	16
2021 Q2	$28.3M	Buy	346,073 +14,984	+5%	+$1.15M	2.27%	15
2021 Q1	$22.7M	Buy	331,089 +24,122	+8%	+$1.58M	2.13%	19
2020 Q4	$20.7M	Buy	306,967 +16,919	+6%	+$1.1M	2.23%	15
2020 Q3	$18.1M	Buy	290,048 +11,288	+4%	+$690K	2.31%	15
2020 Q2	$15.8M	Buy	+278,760	New	+$14.4M	2.49%	16

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Main Street Research's OTIS Position: Q2 2022 in Review

Main Street Research sold out of Otis Worldwide (OTIS) in Q2 2022, closing a stake of 4,990 shares — an estimated $384K sold.

Main Street Research first reported a position in OTIS in Q2 2020 and held it in 8 quarters. The position peaked at $32.2M in Q4 2021. 1,087 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

Main Street Research reported no remaining Otis Worldwide position as of Q2 2022 after selling out during the quarter.
Main Street Research sold 4,990 Otis Worldwide shares in Q2 2022, an estimated $384K.
Main Street Research first reported a position in Otis Worldwide in Q2 2020 and held it in 8 quarters.
Main Street Research's Otis Worldwide position peaked at $32.2M in Q4 2021.
1,087 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on Main Street Research's 13F filing for Q2 2022, filed 12 Aug 2022.