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Mount Capital’s Otis Worldwide OTIS Stock Holding History

Mount Capital’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
2023
Q4 		– Sell
-24,180
Closed -$1.94M – 18
2023
Q3 		$1.94M Sell
24,180
-57,420
-70% -$4.91M 0.83% 16
2023
Q2 		$7.26M Sell
81,600
-19,000
-19% -$1.6M 2.82% 11
2023
Q1 		$8.49M Hold
100,600
– – 3.35% 8
2022
Q4 		$7.88M Buy
+100,600
New +$7.43M 3.05% 7

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mount Capital's OTIS Position: Q4 2023 in Review

Mount Capital sold out of Otis Worldwide (OTIS) in Q4 2023, closing a stake of 24,180 shares — an estimated $1.94M sold.

Mount Capital first reported a position in OTIS in Q4 2022 and held it in 4 quarters. The position peaked at $8.49M in Q1 2023. 1,190 funds tracked by Wall St. Rank hold OTIS as of Q4 2023.

  • Mount Capital reported no remaining Otis Worldwide position as of Q4 2023 after selling out during the quarter.
  • Mount Capital sold 24,180 Otis Worldwide shares in Q4 2023, an estimated $1.94M.
  • Mount Capital first reported a position in Otis Worldwide in Q4 2022 and held it in 4 quarters.
  • Mount Capital's Otis Worldwide position peaked at $8.49M in Q1 2023.
  • 1,190 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2023.

Based on Mount Capital's 13F filing for Q4 2023, filed 13 Feb 2024.