QT
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Quantamental Technologies’s Otis Worldwide OTIS Stock Holding History

Quantamental Technologies’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
-4,371
Closed -$389K – 500
2023
Q2 		$389K Buy
+4,371
New +$368K 0.16% 211

Other funds holding OTIS

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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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Quantamental Technologies's OTIS Position: Q3 2023 in Review

Quantamental Technologies sold out of Otis Worldwide (OTIS) in Q3 2023, closing a stake of 4,371 shares — an estimated $389K sold.

Quantamental Technologies first reported a position in OTIS in Q2 2023 and held it in 1 quarter. The position peaked at $389K in Q2 2023. 1,097 funds tracked by Wall St. Rank hold OTIS as of Q3 2023.

  • Quantamental Technologies reported no remaining Otis Worldwide position as of Q3 2023 after selling out during the quarter.
  • Quantamental Technologies sold 4,371 Otis Worldwide shares in Q3 2023, an estimated $389K.
  • Quantamental Technologies first reported a position in Otis Worldwide in Q2 2023 and held it in 1 quarter.
  • Quantamental Technologies's Otis Worldwide position peaked at $389K in Q2 2023.
  • 1,097 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2023.

Based on Quantamental Technologies's 13F filing for Q3 2023, filed 14 Nov 2023.