PPA
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Parametric Portfolio Associates’s Otis Worldwide OTIS Stock Holding History

Parametric Portfolio Associates’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
Q1 		$89.4M Sell
1,161,389
-128,619
-10% -$10.3M 0.05% 376
2021
Q4 		$112M Buy
1,290,008
+33,293
+3% +$2.79M 0.06% 324
2021
Q3 		$103M Buy
1,256,715
+63,401
+5% +$5.57M 0.06% 313
2021
Q2 		$97.6M Buy
1,193,314
+82,382
+7% +$6.34M 0.05% 333
2021
Q1 		$76M Buy
1,110,932
+31,631
+3% +$2.07M 0.04% 404
2020
Q4 		$72.9M Buy
1,079,301
+14,483
+1% +$940K 0.05% 368
2020
Q3 		$66.5M Buy
1,064,818
+78,294
+8% +$4.79M 0.05% 343
2020
Q2 		$56.1M Buy
+986,524
New +$51.1M 0.04% 379

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return