Point72 Hong Kong’s Otis Worldwide OTIS Stock Holding History

Point72 Hong Kong’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 Q1	–	Sell	-2,275	Closed	-$204K	–	736
2023 Q4	$204K	Buy	+2,275	New	+$189K	0.01%	430
2022 Q4	–	Sell	-11,229	Closed	-$716K	–	1227
2022 Q3	$716K	Buy	+11,229	New	+$822K	0.03%	632
2022 Q2	–	Sell	-36,879	Closed	-$2.84M	–	2293
2022 Q1	$2.84M	Buy	36,879 +31,798	+626%	+$2.54M	0.1%	245
2021 Q4	$442K	Sell	5,081 -29,694	-85%	-$2.49M	0.02%	804
2021 Q3	$2.86M	Buy	34,775 +33,940	+4,065%	+$2.98M	0.09%	297
2021 Q2	$68K	Sell	835 -40,471	-98%	-$3.11M	﹤0.01%	1407
2021 Q1	$2.83M	Buy	41,306 +22,053	+115%	+$1.44M	0.1%	288
2020 Q4	$1.3M	Buy	19,253 +18,240	+1,801%	+$1.18M	0.06%	389
2020 Q3	$63K	Buy	+1,013	New	+$62K	0.01%	641

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

Fiera Capital (Canada)

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

Massachusetts Financial Services

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

Norges Bank Oslo, Norway $935B AUM