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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
2022
Q1 		– Sell
-35,000
Closed -$3.05M – 332
2021
Q4 		$3.05M Hold
35,000
– – 0.07% 237
2021
Q3 		$2.88M Buy
+35,000
New +$3.08M 0.05% 275
2021
Q2 		– Sell
-40,000
Closed -$2.74M – 419
2021
Q1 		$2.74M Buy
40,000
+15,000
+60% +$981K 0.03% 282
2020
Q4 		$1.69M Buy
+25,000
New +$1.62M 0.03% 298

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
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.