Markston International’s Otis Worldwide OTIS Stock Holding History

Markston International’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	$111K	Sell	1,274 -799	-39%	-$66.9K	0.11%	81
2021 Q3	$171K	Sell	2,073 -3,168	-60%	-$279K	0.16%	78
2021 Q2	$429K	Sell	5,241 -17,079	-77%	-$1.31M	0.26%	58
2021 Q1	$1.53M	Sell	22,320 -689	-3%	-$45K	0.17%	75
2020 Q4	$1.55M	Sell	23,009 -1,170	-5%	-$75.9K	0.18%	75
2020 Q3	$1.51M	Sell	24,179 -5,732	-19%	-$351K	0.19%	77
2020 Q2	$1.7M	Buy	+29,911	New	+$1.55M	0.2%	77

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Markston International's OTIS Position: Q4 2021 in Review

Markston International reduced its Otis Worldwide (OTIS) stake by 39% in Q4 2021, selling an estimated $66.9K and leaving 1,274 shares worth $111K. The position accounts for 0.11% of the portfolio, ranked #81.

Markston International first reported a position in OTIS in Q2 2020 and has held it in 7 quarters since. The position peaked at $1.7M in Q2 2020. 1,193 funds tracked by Wall St. Rank hold OTIS as of Q4 2021.

Markston International held 1,274 shares of Otis Worldwide worth $111K as of Q4 2021.
Markston International sold 799 Otis Worldwide shares in Q4 2021, an estimated $66.9K.
Otis Worldwide made up 0.11% of Markston International's portfolio in Q4 2021, its #81 holding.
Markston International first reported a position in Otis Worldwide in Q2 2020 and has held it in 7 quarters since.
Markston International's Otis Worldwide position peaked at $1.7M in Q2 2020.
1,193 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2021.

Based on Markston International's 13F filing for Q4 2021, filed 21 Jan 2022.