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Marshall Wace Asia’s Otis Worldwide OTIS Stock Holding History

Marshall Wace Asia’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
Q3 		$57.8M Sell
702,895
-861,454
-55% -$75.7M 1.37% 33
2021
Q2 		$128M Buy
1,564,349
+700,443
+81% +$53.9M 2.7% 7
2021
Q1 		$59.1M Sell
863,906
-315,042
-27% -$20.6M 1.32% 30
2020
Q4 		$79.6M Sell
1,178,948
-1,251,013
-51% -$81.2M 1.43% 24
2020
Q3 		$152M Sell
2,429,961
-1,363,345
-36% -$83.4M 3.51% 5
2020
Q2 		$216M Buy
+3,793,306
New +$197M 4.77% 2

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Marshall Wace Asia's OTIS Position: Q3 2021 in Review

Marshall Wace Asia reduced its Otis Worldwide (OTIS) stake by 55% in Q3 2021, selling an estimated $75.7M and leaving 702,895 shares worth $57.8M. The position accounts for 1.37% of the portfolio, ranked #33.

Marshall Wace Asia first reported a position in OTIS in Q2 2020 and has held it in 6 quarters since. The position peaked at $216M in Q2 2020. 1,139 funds tracked by Wall St. Rank hold OTIS as of Q3 2021.

  • Marshall Wace Asia held 702,895 shares of Otis Worldwide worth $57.8M as of Q3 2021.
  • Marshall Wace Asia sold 861,454 Otis Worldwide shares in Q3 2021, an estimated $75.7M.
  • Otis Worldwide made up 1.37% of Marshall Wace Asia's portfolio in Q3 2021, its #33 holding.
  • Marshall Wace Asia first reported a position in Otis Worldwide in Q2 2020 and has held it in 6 quarters since.
  • Marshall Wace Asia's Otis Worldwide position peaked at $216M in Q2 2020.
  • 1,139 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2021.

Based on Marshall Wace Asia's 13F filing for Q3 2021, filed 15 Nov 2021.