QP
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Quilter Plc’s Otis Worldwide OTIS Stock Holding History

Quilter Plc’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
Q4 		– Sell
-807
Closed -$805K – 203
2023
Q3 		$805K Hold
807
– – ﹤0.01% 177
2023
Q2 		$801K Sell
807
-125
-13% -$10.5K ﹤0.01% 187
2023
Q1 		$925K Buy
+932
New +$77.1K ﹤0.01% 166
2021
Q1 		– Sell
-4,734
Closed -$320K – 370
2020
Q4 		$320K Hold
4,734
– – 0.01% 206
2020
Q3 		$296K Sell
4,734
-223
-4% -$13.6K 0.01% 194
2020
Q2 		$282K Buy
+4,957
New +$257K 0.01% 191

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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Quilter Plc's OTIS Position: Q4 2023 in Review

Quilter Plc sold out of Otis Worldwide (OTIS) in Q4 2023, closing a stake of 807 shares — an estimated $805K sold.

Quilter Plc first reported a position in OTIS in Q2 2020 and held it in 6 quarters. The position peaked at $925K in Q1 2023. 1,189 funds tracked by Wall St. Rank hold OTIS as of Q4 2023.

  • Quilter Plc reported no remaining Otis Worldwide position as of Q4 2023 after selling out during the quarter.
  • Quilter Plc sold 807 Otis Worldwide shares in Q4 2023, an estimated $805K.
  • Quilter Plc first reported a position in Otis Worldwide in Q2 2020 and held it in 6 quarters.
  • Quilter Plc's Otis Worldwide position peaked at $925K in Q1 2023.
  • 1,189 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2023.

Based on Quilter Plc's 13F filing for Q4 2023, filed 24 Jan 2024.