Ontario Teachers' Pension Plan Board’s Otis Worldwide OTIS Stock Holding History

Ontario Teachers' Pension Plan Board’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	–	Sell	-10,424	Closed	-$737K	–	530
2022 Q2	$737K	Sell	10,424 -900	-8%	-$66.3K	0.01%	283
2022 Q1	$871K	Buy	11,324 +5,412	+92%	+$433K	0.01%	234
2021 Q4	$515K	Buy	5,912 +1,111	+23%	+$93K	0.01%	349
2021 Q3	$395K	Buy	+4,801	New	+$422K	﹤0.01%	371
2020 Q4	–	Sell	-3,665	Closed	-$229K	–	564
2020 Q3	$229K	Buy	+3,665	New	+$224K	﹤0.01%	361

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ontario Teachers' Pension Plan Board's OTIS Position: Q3 2022 in Review

Ontario Teachers' Pension Plan Board sold out of Otis Worldwide (OTIS) in Q3 2022, closing a stake of 10,424 shares — an estimated $737K sold.

Ontario Teachers' Pension Plan Board first reported a position in OTIS in Q3 2020 and held it in 5 quarters. The position peaked at $871K in Q1 2022. 1,042 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

Ontario Teachers' Pension Plan Board reported no remaining Otis Worldwide position as of Q3 2022 after selling out during the quarter.
Ontario Teachers' Pension Plan Board sold 10,424 Otis Worldwide shares in Q3 2022, an estimated $737K.
Ontario Teachers' Pension Plan Board first reported a position in Otis Worldwide in Q3 2020 and held it in 5 quarters.
Ontario Teachers' Pension Plan Board's Otis Worldwide position peaked at $871K in Q1 2022.
1,042 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q3 2022, filed 10 Nov 2022.