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Redpoint Investment Management’s Otis Worldwide OTIS Stock Holding History

Redpoint Investment 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
2022
Q3 		$670K Sell
10,504
-3,034
-22% -$222K 0.1% 262
2022
Q2 		$957K Sell
13,538
-825
-6% -$60.8K 0.11% 217
2022
Q1 		$1.1M Buy
14,363
+1,968
+16% +$157K 0.11% 221
2021
Q4 		$1.08M Hold
12,395
– – 0.09% 266
2021
Q3 		$1.02M Sell
12,395
-673
-5% -$59.2K 0.09% 271
2021
Q2 		$1.07M Buy
13,068
+544
+4% +$41.9K 0.09% 273
2021
Q1 		$857K Buy
12,524
+1,423
+13% +$93K 0.07% 313
2020
Q4 		$750K Buy
11,101
+499
+5% +$32.4K 0.08% 286
2020
Q3 		$662K Sell
10,602
-12,548
-54% -$767K 0.07% 290
2020
Q2 		$1.32M Buy
+23,150
New +$1.2M 0.07% 302

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Redpoint Investment Management's OTIS Position: Q3 2022 in Review

Redpoint Investment Management reduced its Otis Worldwide (OTIS) stake by 22% in Q3 2022, selling an estimated $222K and leaving 10,504 shares worth $670K. The position accounts for 0.1% of the portfolio, ranked #262.

Redpoint Investment Management first reported a position in OTIS in Q2 2020 and has held it in 10 quarters since. The position peaked at $1.32M in Q2 2020. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

  • Redpoint Investment Management held 10,504 shares of Otis Worldwide worth $670K as of Q3 2022.
  • Redpoint Investment Management sold 3,034 Otis Worldwide shares in Q3 2022, an estimated $222K.
  • Otis Worldwide made up 0.1% of Redpoint Investment Management's portfolio in Q3 2022, its #262 holding.
  • Redpoint Investment Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 10 quarters since.
  • Redpoint Investment Management's Otis Worldwide position peaked at $1.32M in Q2 2020.
  • 1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Redpoint Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.