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 $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Point72 Hong Kong's OTIS Position: Q1 2024 in Review

Point72 Hong Kong sold out of Otis Worldwide (OTIS) in Q1 2024, closing a stake of 2,275 shares — an estimated $204K sold.

Point72 Hong Kong first reported a position in OTIS in Q3 2020 and held it in 9 quarters. The position peaked at $2.86M in Q3 2021. 1,202 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

Point72 Hong Kong reported no remaining Otis Worldwide position as of Q1 2024 after selling out during the quarter.
Point72 Hong Kong sold 2,275 Otis Worldwide shares in Q1 2024, an estimated $204K.
Point72 Hong Kong first reported a position in Otis Worldwide in Q3 2020 and held it in 9 quarters.
Point72 Hong Kong's Otis Worldwide position peaked at $2.86M in Q3 2021.
1,202 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Point72 Hong Kong's 13F filing for Q1 2024, filed 15 May 2024.