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NuWave Investment Management’s Otis Worldwide OTIS Stock Holding History

NuWave 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
2022
Q3 		$383K Buy
+5,996
New +$439K 0.44% 85
2022
Q2 		– Sell
-332
Closed -$26K – 332
2022
Q1 		$26K Buy
+332
New +$26.5K 0.03% 244
2021
Q4 		– Sell
-9,177
Closed -$755K – 391
2021
Q3 		$755K Buy
+9,177
New +$807K 0.86% 27
2020
Q4 		– Sell
-67
Closed -$4K – 476
2020
Q3 		$4K Buy
+67
New +$4.1K 0.01% 386

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

NuWave Investment Management's OTIS Position: Q3 2022 in Review

NuWave Investment Management opened a new position in Otis Worldwide (OTIS) in Q3 2022: 5,996 shares worth $383K. The stake represents 0.44% of the portfolio and ranks #85 among its holdings. This is a return to the name: NuWave Investment Management previously reported a position in OTIS as recently as Q1 2022.

NuWave Investment Management first reported a position in OTIS in Q3 2020 and has held it in 4 quarters since. The position peaked at $755K in Q3 2021. 1,042 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

  • NuWave Investment Management held 5,996 shares of Otis Worldwide worth $383K as of Q3 2022.
  • Otis Worldwide was a new NuWave Investment Management position in Q3 2022.
  • Otis Worldwide made up 0.44% of NuWave Investment Management's portfolio in Q3 2022, its #85 holding.
  • NuWave Investment Management first reported a position in Otis Worldwide in Q3 2020 and has held it in 4 quarters since.
  • NuWave Investment Management's Otis Worldwide position peaked at $755K in Q3 2021.
  • 1,042 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.