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OPSEU Pension Plan Trust Fund’s Otis Worldwide OTIS Stock Holding History

OPSEU Pension Plan Trust Fund’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
-5,371
Closed -$351K – 200
2022
Q3 		$351K Sell
5,371
-64
-1% -$4.68K 0.09% 275
2022
Q2 		$377K Sell
5,435
-9,322
-63% -$687K 0.1% 273
2022
Q1 		$1.13M Buy
14,757
+2,989
+25% +$239K 0.27% 171
2021
Q4 		$1.01M Buy
11,768
+665
+6% +$55.7K 0.23% 183
2021
Q3 		$907K Sell
11,103
-418
-4% -$36.8K 0.23% 183
2021
Q2 		$953K Buy
+11,521
New +$887K 0.24% 181

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

OPSEU Pension Plan Trust Fund's OTIS Position: Q4 2022 in Review

OPSEU Pension Plan Trust Fund sold out of Otis Worldwide (OTIS) in Q4 2022, closing a stake of 5,371 shares — an estimated $351K sold.

OPSEU Pension Plan Trust Fund first reported a position in OTIS in Q2 2021 and held it in 6 quarters. The position peaked at $1.13M in Q1 2022. 1,105 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

  • OPSEU Pension Plan Trust Fund reported no remaining Otis Worldwide position as of Q4 2022 after selling out during the quarter.
  • OPSEU Pension Plan Trust Fund sold 5,371 Otis Worldwide shares in Q4 2022, an estimated $351K.
  • OPSEU Pension Plan Trust Fund first reported a position in Otis Worldwide in Q2 2021 and held it in 6 quarters.
  • OPSEU Pension Plan Trust Fund's Otis Worldwide position peaked at $1.13M in Q1 2022.
  • 1,105 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on OPSEU Pension Plan Trust Fund's 13F filing for Q4 2022, filed 9 Feb 2023.