Scopus Asset Management’s Otis Worldwide OTIS Stock Holding History

Scopus Asset 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
2024 Q4	–	Sell	-100,000	Closed	-$10.4M	–	285
2024 Q3	$10.4M	Buy	+100,000	New	+$9.53M	0.18%	154

Other funds holding OTIS

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Scopus Asset Management's OTIS Position: Q1 2022 in Review

Scopus Asset Management sold out of Otis Worldwide (OTIS) in Q1 2022, closing a stake of 151,411 shares — an estimated $13.2M sold.

Scopus Asset Management first reported a position in OTIS in Q3 2020 and held it in 6 quarters. The position peaked at $16M in Q3 2020. 1,144 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

Scopus Asset Management reported no remaining Otis Worldwide position as of Q1 2022 after selling out during the quarter.
Scopus Asset Management sold 151,411 Otis Worldwide shares in Q1 2022, an estimated $13.2M.
Scopus Asset Management first reported a position in Otis Worldwide in Q3 2020 and held it in 6 quarters.
Scopus Asset Management's Otis Worldwide position peaked at $16M in Q3 2020.
1,144 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on Scopus Asset Management's 13F filing for Q1 2022, filed 16 May 2022.