Private Capital Group’s Otis Worldwide OTIS Stock Holding History

Private Capital Group’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 Q2	$134K	Sell	1,899 -4,266	-69%	-$314K	0.1%	203
2022 Q1	$474K	Buy	6,165 +1,441	+31%	+$115K	0.11%	120
2021 Q4	$411K	Sell	4,724 -90	-2%	-$7.53K	0.09%	146
2021 Q3	$396K	Buy	4,814 +90	+2%	+$7.91K	0.09%	141
2021 Q2	$386K	Sell	4,724 -81	-2%	-$6.23K	0.09%	146
2021 Q1	$329K	Buy	4,805 +52	+1%	+$3.4K	0.08%	152
2020 Q4	$321K	Buy	4,753 +13	+0.3%	+$843	0.06%	220
2020 Q3	$296K	Sell	4,740 -232	-5%	-$14.2K	0.06%	217
2020 Q2	$283K	Buy	+4,972	New	+$258K	0.06%	217

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

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

Private Capital Group's OTIS Position: Q2 2022 in Review

Private Capital Group reduced its Otis Worldwide (OTIS) stake by 69% in Q2 2022, selling an estimated $314K and leaving 1,899 shares worth $134K. The position accounts for 0.1% of the portfolio, ranked #203.

Private Capital Group first reported a position in OTIS in Q2 2020 and has held it in 9 quarters since. The position peaked at $474K in Q1 2022. 1,087 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

Private Capital Group held 1,899 shares of Otis Worldwide worth $134K as of Q2 2022.
Private Capital Group sold 4,266 Otis Worldwide shares in Q2 2022, an estimated $314K.
Otis Worldwide made up 0.1% of Private Capital Group's portfolio in Q2 2022, its #203 holding.
Private Capital Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 9 quarters since.
Private Capital Group's Otis Worldwide position peaked at $474K in Q1 2022.
1,087 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.