MC
OTIS icon

MRJ Capital’s Otis Worldwide OTIS Stock Holding History

MRJ 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
2021
Q4 		$1.34M Sell
15,395
-1,080
-7% -$90.4K 0.77% 41
2021
Q3 		$1.35M Sell
16,475
-1,125
-6% -$98.9K 0.79% 41
2021
Q2 		$1.44M Sell
17,600
-700
-4% -$53.9K 0.84% 40
2021
Q1 		$1.25M Buy
18,300
+300
+2% +$19.6K 0.78% 42
2020
Q4 		$1.22M Hold
18,000
– – 0.82% 41
2020
Q3 		$1.12M Hold
18,000
– – 0.87% 39
2020
Q2 		$1.02M Buy
+18,000
New +$933K 0.87% 41

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

MRJ Capital's OTIS Position: Q4 2021 in Review

MRJ Capital reduced its Otis Worldwide (OTIS) stake by 6.6% in Q4 2021, selling an estimated $90.4K and leaving 15,395 shares worth $1.34M. The position accounts for 0.77% of the portfolio, ranked #41.

MRJ Capital first reported a position in OTIS in Q2 2020 and has held it in 7 quarters since. The position peaked at $1.44M in Q2 2021. 1,192 funds tracked by Wall St. Rank hold OTIS as of Q4 2021.

  • MRJ Capital held 15,395 shares of Otis Worldwide worth $1.34M as of Q4 2021.
  • MRJ Capital sold 1,080 Otis Worldwide shares in Q4 2021, an estimated $90.4K.
  • Otis Worldwide made up 0.77% of MRJ Capital's portfolio in Q4 2021, its #41 holding.
  • MRJ Capital first reported a position in Otis Worldwide in Q2 2020 and has held it in 7 quarters since.
  • MRJ Capital's Otis Worldwide position peaked at $1.44M in Q2 2021.
  • 1,192 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2021.

Based on MRJ Capital's 13F filing for Q4 2021, filed 25 Jan 2022.