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PEAK6 Investments’s Otis Worldwide OTIS Stock Holding History

PEAK6 Investments’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
2024
Q3 		$634K Buy
+6,100
New +$581K ﹤0.01% 2184
2024
Q2 		– Sell
-900
Closed -$89.3K – 4158
2024
Q1 		$89.3K Sell
900
-900
-50% -$83.2K ﹤0.01% 3424
2023
Q4 		$161K Sell
1,800
-1,700
-49% -$141K ﹤0.01% 3360
2023
Q3 		$281K Buy
3,500
+100
+3% +$8.55K ﹤0.01% 2835
2023
Q2 		$303K Sell
3,400
-1,600
-32% -$135K ﹤0.01% 2587
2023
Q1 		$422K Sell
5,000
-14,400
-74% -$1.19M ﹤0.01% 2536
2022
Q4 		$1.52M Sell
19,400
-2,700
-12% -$199K 0.01% 1568
2022
Q3 		$1.41M Buy
22,100
+18,700
+550% +$1.37M 0.01% 1879
2022
Q2 		$303K Sell
3,400
-16,600
-83% -$1.22M ﹤0.01% 2588
2022
Q1 		$1.54M Buy
20,000
+19,600
+4,900% +$1.57M ﹤0.01% 2104
2021
Q4 		$35K Sell
400
-600
-60% -$50.2K ﹤0.01% 4705
2021
Q3 		$82K Sell
1,000
-1,500
-60% -$132K ﹤0.01% 4430
2021
Q2 		$204K Buy
+2,500
New +$192K ﹤0.01% 4018

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

PEAK6 Investments's OTIS Position: Q1 2024 in Review

PEAK6 Investments sold out of Otis Worldwide (OTIS) in Q1 2024, closing a stake of 13,511 shares — an estimated $1.25M sold.

PEAK6 Investments first reported a position in OTIS in Q1 2022 and held it in 4 quarters. The position peaked at $1.21M in Q4 2023. 1,201 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

  • PEAK6 Investments reported no remaining Otis Worldwide position as of Q1 2024 after selling out during the quarter.
  • PEAK6 Investments sold 13,511 Otis Worldwide shares in Q1 2024, an estimated $1.25M.
  • PEAK6 Investments first reported a position in Otis Worldwide in Q1 2022 and held it in 4 quarters.
  • PEAK6 Investments's Otis Worldwide position peaked at $1.21M in Q4 2023.
  • 1,201 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on PEAK6 Investments's 13F filing for Q1 2024, filed 14 May 2024.