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MUFG Americas’s Otis Worldwide OTIS Stock Holding History

MUFG Americas’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
2022
Q4 		– Sell
-151,788
Closed -$9.68M – 588
2022
Q3 		$9.68M Sell
151,788
-4,369
-3% -$320K 0.24% 116
2022
Q2 		$11M Sell
156,157
-3,401
-2% -$250K 0.25% 107
2022
Q1 		$12.3M Buy
159,558
+4,921
+3% +$393K 0.24% 108
2021
Q4 		$13.5M Buy
154,637
+900
+0.6% +$75.3K 0.25% 107
2021
Q3 		$12.6M Buy
153,737
+2,034
+1% +$179K 0.22% 108
2021
Q2 		$12.4M Buy
151,703
+5,618
+4% +$432K 0.2% 111
2021
Q1 		$10M Buy
146,085
+9,498
+7% +$621K 0.18% 121
2020
Q4 		$9.23M Buy
136,587
+13,409
+11% +$870K 0.16% 127
2020
Q3 		$7.69M Buy
123,178
+25,029
+26% +$1.53M 0.2% 121
2020
Q2 		$5.58M Buy
+98,149
New +$5.09M 0.16% 131

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MUFG Americas's OTIS Position: Q4 2022 in Review

MUFG Americas sold out of Otis Worldwide (OTIS) in Q4 2022, closing a stake of 151,788 shares — an estimated $9.68M sold.

MUFG Americas first reported a position in OTIS in Q2 2020 and held it in 10 quarters. The position peaked at $13.5M in Q4 2021. 1,105 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

  • MUFG Americas reported no remaining Otis Worldwide position as of Q4 2022 after selling out during the quarter.
  • MUFG Americas sold 151,788 Otis Worldwide shares in Q4 2022, an estimated $9.68M.
  • MUFG Americas first reported a position in Otis Worldwide in Q2 2020 and held it in 10 quarters.
  • MUFG Americas's Otis Worldwide position peaked at $13.5M in Q4 2021.
  • 1,105 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.