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Pearl River Capital’s Otis Worldwide OTIS Stock Holding History

Pearl River Capital’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 		– Sell
-15,644
Closed -$1.51M – 272
2024
Q2 		$1.51M Buy
+15,644
New +$1.51M 0.24% 126
2024
Q1 		– Sell
-11,895
Closed -$1.06M – 629
2023
Q4 		$1.06M Sell
11,895
-19,774
-62% -$1.64M 0.17% 188
2023
Q3 		$2.54M Buy
31,669
+14,817
+88% +$1.27M 0.4% 68
2023
Q2 		$1.5M Buy
16,852
+10,394
+161% +$876K 0.24% 138
2023
Q1 		$545K Sell
6,458
-6,561
-50% -$543K 0.09% 306
2022
Q4 		$1.02M Sell
13,019
-10,284
-44% -$759K 0.17% 188
2022
Q3 		$1.49M Buy
+23,303
New +$1.7M 0.28% 110
2022
Q1 		– Sell
-25,229
Closed -$2.2M – 525
2021
Q4 		$2.2M Sell
25,229
-30,613
-55% -$2.56M 0.59% 38
2021
Q3 		$4.59M Buy
+55,842
New +$4.91M 1.25% 6

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

Pearl River Capital's OTIS Position: Q3 2024 in Review

Pearl River Capital sold out of Otis Worldwide (OTIS) in Q3 2024, closing a stake of 15,644 shares — an estimated $1.51M sold.

Pearl River Capital first reported a position in OTIS in Q3 2021 and held it in 9 quarters. The position peaked at $4.59M in Q3 2021. 1,198 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

  • Pearl River Capital reported no remaining Otis Worldwide position as of Q3 2024 after selling out during the quarter.
  • Pearl River Capital sold 15,644 Otis Worldwide shares in Q3 2024, an estimated $1.51M.
  • Pearl River Capital first reported a position in Otis Worldwide in Q3 2021 and held it in 9 quarters.
  • Pearl River Capital's Otis Worldwide position peaked at $4.59M in Q3 2021.
  • 1,198 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on Pearl River Capital's 13F filing for Q3 2024.