Rheos Capital Works’s Otis Worldwide OTIS Stock Holding History

Rheos Capital Works’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	-242,000	Closed	-$19M	–	138
2022 Q4	$19M	Hold	242,000	–	–	1.14%	22
2022 Q3	$15.4M	Hold	242,000	–	–	1.04%	31
2022 Q2	$17.1M	Hold	242,000	–	–	1.28%	20
2022 Q1	$18.6M	Hold	242,000	–	–	0.9%	38
2021 Q4	$21.1M	Hold	242,000	–	–	0.92%	37
2021 Q3	$19.9M	Buy	242,000 +25,000	+12%	+$2.2M	1.03%	33
2021 Q2	$17.7M	Buy	217,000 +30,000	+16%	+$2.31M	0.9%	36
2021 Q1	$12.8M	Buy	+187,000	New	+$12.2M	0.85%	44

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rheos Capital Works's OTIS Position: Q1 2023 in Review

Rheos Capital Works sold out of Otis Worldwide (OTIS) in Q1 2023, closing a stake of 242,000 shares — an estimated $19M sold.

Rheos Capital Works first reported a position in OTIS in Q1 2021 and held it in 8 quarters. The position peaked at $21.1M in Q4 2021. 1,099 funds tracked by Wall St. Rank hold OTIS as of Q1 2023.

Rheos Capital Works reported no remaining Otis Worldwide position as of Q1 2023 after selling out during the quarter.
Rheos Capital Works sold 242,000 Otis Worldwide shares in Q1 2023, an estimated $19M.
Rheos Capital Works first reported a position in Otis Worldwide in Q1 2021 and held it in 8 quarters.
Rheos Capital Works's Otis Worldwide position peaked at $21.1M in Q4 2021.
1,099 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2023.

Based on Rheos Capital Works's 13F filing for Q1 2023, filed 3 May 2023.