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QVIDTVM Management’s Otis Worldwide OTIS Stock Holding History

QVIDTVM 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
Q1 		– Sell
-75,439
Closed -$5.91M – 13
2022
Q4 		$5.91M Hold
75,439
– – 3.56% 9
2022
Q3 		$4.81M Sell
75,439
-148,974
-66% -$10.9M 3.26% 9
2022
Q2 		$15.9M Buy
224,413
+24,756
+12% +$1.82M 10.49% 4
2022
Q1 		$15.4M Buy
199,657
+31,000
+18% +$2.48M 8.29% 6
2021
Q4 		$14.7M Buy
+168,657
New +$14.1M 8.36% 7

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

QVIDTVM Management's OTIS Position: Q1 2023 in Review

QVIDTVM Management sold out of Otis Worldwide (OTIS) in Q1 2023, closing a stake of 75,439 shares — an estimated $5.91M sold.

QVIDTVM Management first reported a position in OTIS in Q4 2021 and held it in 5 quarters. The position peaked at $15.9M in Q2 2022. 1,099 funds tracked by Wall St. Rank hold OTIS as of Q1 2023.

  • QVIDTVM Management reported no remaining Otis Worldwide position as of Q1 2023 after selling out during the quarter.
  • QVIDTVM Management sold 75,439 Otis Worldwide shares in Q1 2023, an estimated $5.91M.
  • QVIDTVM Management first reported a position in Otis Worldwide in Q4 2021 and held it in 5 quarters.
  • QVIDTVM Management's Otis Worldwide position peaked at $15.9M in Q2 2022.
  • 1,099 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2023.

Based on QVIDTVM Management's 13F filing for Q1 2023, filed 15 May 2023.