OCBCO
OTIS icon

Oversea-Chinese Banking Corp (OCBC)’s Otis Worldwide OTIS Stock Holding History

Oversea-Chinese Banking Corp (OCBC)’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
2023
Q4 		– Sell
-9,589
Closed -$770K – 381
2023
Q3 		$770K Buy
+9,589
New +$820K 0.03% 217

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Oversea-Chinese Banking Corp (OCBC)'s OTIS Position: Q4 2023 in Review

Oversea-Chinese Banking Corp (OCBC) sold out of Otis Worldwide (OTIS) in Q4 2023, closing a stake of 9,589 shares — an estimated $770K sold.

Oversea-Chinese Banking Corp (OCBC) first reported a position in OTIS in Q3 2023 and held it in 1 quarter. The position peaked at $770K in Q3 2023. 1,189 funds tracked by Wall St. Rank hold OTIS as of Q4 2023.

  • Oversea-Chinese Banking Corp (OCBC) reported no remaining Otis Worldwide position as of Q4 2023 after selling out during the quarter.
  • Oversea-Chinese Banking Corp (OCBC) sold 9,589 Otis Worldwide shares in Q4 2023, an estimated $770K.
  • Oversea-Chinese Banking Corp (OCBC) first reported a position in Otis Worldwide in Q3 2023 and held it in 1 quarter.
  • Oversea-Chinese Banking Corp (OCBC)'s Otis Worldwide position peaked at $770K in Q3 2023.
  • 1,189 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2023.

Based on Oversea-Chinese Banking Corp (OCBC)'s 13F filing for Q4 2023, filed 1 Feb 2024.