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QS Investors’s Otis Worldwide OTIS Stock Holding History

QS Investors’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
2021
Q2 		$594K Buy
7,253
+2,788
+62% +$215K 0.01% 672
2021
Q1 		$306K Sell
4,465
-53
-1% -$3.46K ﹤0.01% 982
2020
Q4 		$305K Sell
4,518
-348
-7% -$22.6K ﹤0.01% 985
2020
Q3 		$304K Sell
4,866
-70
-1% -$4.28K ﹤0.01% 913
2020
Q2 		$281K Buy
+4,936
New +$256K ﹤0.01% 1053

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

QS Investors's OTIS Position: Q2 2021 in Review

QS Investors increased its Otis Worldwide (OTIS) stake by 62% in Q2 2021, buying an estimated $215K and bringing the position to 7,253 shares worth $594K. The position accounts for 0.01% of the portfolio, ranked #672.

QS Investors first reported a position in OTIS in Q2 2020 and has held it in 5 quarters since. 1,136 funds tracked by Wall St. Rank hold OTIS as of Q2 2021.

  • QS Investors held 7,253 shares of Otis Worldwide worth $594K as of Q2 2021.
  • QS Investors bought 2,788 Otis Worldwide shares in Q2 2021, an estimated $215K.
  • Otis Worldwide made up 0.01% of QS Investors's portfolio in Q2 2021, its #672 holding.
  • QS Investors first reported a position in Otis Worldwide in Q2 2020 and has held it in 5 quarters since.
  • 1,136 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2021.

Based on QS Investors's 13F filing for Q2 2021, filed 13 Aug 2021.