Pictet Asset Management (Switzerland)’s Otis Worldwide OTIS Stock Holding History

Pictet Asset Management (Switzerland)’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 Q2	$134M	Sell	1,510,526 -221,554	-13%	-$18.7M	0.16%	167
2023 Q1	$146M	Buy	1,732,080 +355,475	+26%	+$29.4M	0.18%	152
2022 Q4	$108M	Buy	1,376,605 +96,541	+8%	+$7.13M	0.16%	180
2022 Q3	$81.6M	Buy	1,280,064 +59,743	+5%	+$4.37M	0.12%	208
2022 Q2	$86.2M	Buy	1,220,321 +34,984	+3%	+$2.58M	0.12%	213
2022 Q1	$91.2M	Buy	1,185,337 +71,416	+6%	+$5.71M	0.1%	228
2021 Q4	$97M	Buy	1,113,921 +19,455	+2%	+$1.63M	0.1%	235
2021 Q3	$90.1M	Buy	+1,094,466	New	+$96.2M	0.1%	239

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s OTIS Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its Otis Worldwide (OTIS) stake by 13% in Q2 2023, selling an estimated $18.7M and leaving 1,510,526 shares worth $134M. The position accounts for 0.16% of the portfolio, ranked #167.

Pictet Asset Management (Switzerland) first reported a position in OTIS in Q3 2021 and has held it in 8 quarters since. The position peaked at $146M in Q1 2023. 1,124 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

Pictet Asset Management (Switzerland) held 1,510,526 shares of Otis Worldwide worth $134M as of Q2 2023.
Pictet Asset Management (Switzerland) sold 221,554 Otis Worldwide shares in Q2 2023, an estimated $18.7M.
Otis Worldwide made up 0.16% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #167 holding.
Pictet Asset Management (Switzerland) first reported a position in Otis Worldwide in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Otis Worldwide position peaked at $146M in Q1 2023.
1,124 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.