MAMU
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Marathon Asset Management (UK)’s Otis Worldwide OTIS Stock Holding History

Marathon Asset Management (UK)’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
Q2 		– Sell
-375,946
Closed -$25.7M – 103
2021
Q1 		$25.7M Sell
375,946
-6,971
-2% -$456K 0.36% 88
2020
Q4 		$25.9M Sell
382,917
-14,476
-4% -$939K 0.36% 90
2020
Q3 		$24.8M Sell
397,393
-51,358
-11% -$3.14M 0.39% 84
2020
Q2 		$25.5M Buy
+448,751
New +$23.3M 0.39% 83

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Fidelity Investments
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Massachusetts Financial Services
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Fiera Capital (Canada)
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Geode Capital Management
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Capital Research Global Investors
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AllianceBernstein
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Bank of New York Mellon
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