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Martin Investment Management’s Otis Worldwide OTIS Stock Holding History

Martin Investment Management’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 		– Sell
-63,511
Closed -$5.23M – 53
2021
Q3 		$5.23M Buy
63,511
+446
+0.7% +$39.2K 1.32% 32
2021
Q2 		$5.16M Buy
63,065
+14,026
+29% +$1.08M 1.33% 30
2021
Q1 		$3.36M Buy
49,039
+4,522
+10% +$296K 0.95% 33
2020
Q4 		$3.01M Buy
44,517
+187
+0.4% +$12.1K 0.96% 33
2020
Q3 		$2.77M Buy
44,330
+4,845
+12% +$296K 1% 31
2020
Q2 		$2.25M Buy
+39,485
New +$2.05M 0.94% 33

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Martin Investment Management's OTIS Position: Q4 2021 in Review

Martin Investment Management sold out of Otis Worldwide (OTIS) in Q4 2021, closing a stake of 63,511 shares — an estimated $5.23M sold.

Martin Investment Management first reported a position in OTIS in Q2 2020 and held it in 6 quarters. The position peaked at $5.23M in Q3 2021. 1,192 funds tracked by Wall St. Rank hold OTIS as of Q4 2021.

  • Martin Investment Management reported no remaining Otis Worldwide position as of Q4 2021 after selling out during the quarter.
  • Martin Investment Management sold 63,511 Otis Worldwide shares in Q4 2021, an estimated $5.23M.
  • Martin Investment Management first reported a position in Otis Worldwide in Q2 2020 and held it in 6 quarters.
  • Martin Investment Management's Otis Worldwide position peaked at $5.23M in Q3 2021.
  • 1,192 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2021.

Based on Martin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.