Prescott Group Capital Management’s Otis Worldwide OTIS Stock Holding History

Prescott Group Capital Management’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 Q3	–	Sell	-2,700	Closed	-$240K	–	178
2023 Q2	$240K	Hold	2,700	–	–	0.05%	153
2023 Q1	$228K	Hold	2,700	–	–	0.05%	158
2022 Q4	$211K	Buy	+2,700	New	+$199K	0.05%	178
2022 Q2	–	Sell	-2,700	Closed	-$208K	–	177
2022 Q1	$208K	Hold	2,700	–	–	0.05%	137
2021 Q4	$235K	Hold	2,700	–	–	0.05%	173
2021 Q3	$222K	Hold	2,700	–	–	0.06%	145
2021 Q2	$221K	Buy	+2,700	New	+$208K	0.06%	129

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

Prescott Group Capital Management's OTIS Position: Q3 2023 in Review

Prescott Group Capital Management sold out of Otis Worldwide (OTIS) in Q3 2023, closing a stake of 2,700 shares — an estimated $240K sold.

Prescott Group Capital Management first reported a position in OTIS in Q2 2021 and held it in 7 quarters. The position peaked at $240K in Q2 2023. 1,095 funds tracked by Wall St. Rank hold OTIS as of Q3 2023.

Prescott Group Capital Management reported no remaining Otis Worldwide position as of Q3 2023 after selling out during the quarter.
Prescott Group Capital Management sold 2,700 Otis Worldwide shares in Q3 2023, an estimated $240K.
Prescott Group Capital Management first reported a position in Otis Worldwide in Q2 2021 and held it in 7 quarters.
Prescott Group Capital Management's Otis Worldwide position peaked at $240K in Q2 2023.
1,095 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2023.

Based on Prescott Group Capital Management's 13F filing for Q3 2023, filed 13 Nov 2023.