PL
OTIS icon

Perpetual Ltd’s Otis Worldwide OTIS Stock Holding History

Perpetual Ltd’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
-4,057
Closed -$326K – 471
2023
Q3 		$326K Hold
4,057
– – ﹤0.01% 398
2023
Q2 		$361K Sell
4,057
-12,835
-76% -$1.08M ﹤0.01% 407
2023
Q1 		$1.43M Buy
+16,892
New +$1.4M 0.01% 277
2020
Q3 		$130K Hold
2,087
– – 0.01% 301
2020
Q2 		$119K Buy
+2,087
New +$108K 0.01% 219

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Perpetual Ltd's OTIS Position: Q4 2023 in Review

Perpetual Ltd sold out of Otis Worldwide (OTIS) in Q4 2023, closing a stake of 4,057 shares — an estimated $326K sold.

Perpetual Ltd first reported a position in OTIS in Q2 2020 and held it in 5 quarters. The position peaked at $1.43M in Q1 2023. 1,189 funds tracked by Wall St. Rank hold OTIS as of Q4 2023.

  • Perpetual Ltd reported no remaining Otis Worldwide position as of Q4 2023 after selling out during the quarter.
  • Perpetual Ltd sold 4,057 Otis Worldwide shares in Q4 2023, an estimated $326K.
  • Perpetual Ltd first reported a position in Otis Worldwide in Q2 2020 and held it in 5 quarters.
  • Perpetual Ltd's Otis Worldwide position peaked at $1.43M in Q1 2023.
  • 1,189 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2023.

Based on Perpetual Ltd's 13F filing for Q4 2023, filed 15 Feb 2024.