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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
2022
Q4 		– Sell
-4,200
Closed -$268K – 1226
2022
Q3 		$268K Buy
+4,200
New +$307K 0.01% 965
2022
Q2 		– Sell
-5,800
Closed -$446K – 2292
2022
Q1 		$446K Buy
5,800
+2,300
+66% +$184K 0.02% 737
2021
Q4 		$305K Sell
3,500
-15,300
-81% -$1.28M 0.01% 900
2021
Q3 		$1.55M Buy
18,800
+6,300
+50% +$554K 0.05% 569
2021
Q2 		$1.02M Buy
12,500
+2,500
+25% +$192K 0.03% 703
2021
Q1 		$685K Sell
10,000
-500
-5% -$32.7K 0.02% 770
2020
Q4 		$709K Buy
+10,500
New +$681K 0.03% 600

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Norges Bank
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.