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Seeyond’s Otis Worldwide OTIS Stock Holding History

Seeyond’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
Q4 		$3.11M Buy
39,773
+8,569
+27% +$633K 0.3% 101
2022
Q3 		$1.99M Buy
31,204
+30,032
+2,562% +$2.2M 0.24% 115
2022
Q2 		$82K Sell
1,172
-24
-2% -$1.77K 0.01% 569
2022
Q1 		$92K Sell
1,196
-24
-2% -$1.92K 0.01% 579
2021
Q4 		$106K Hold
1,220
– – 0.01% 591
2021
Q3 		$100K Sell
1,220
-13
-1% -$1.14K 0.01% 588
2021
Q2 		$100K Buy
1,233
+6
+0.5% +$462 0.01% 594
2021
Q1 		$83K Hold
1,227
– – 0.01% 595
2020
Q4 		$82K Sell
1,227
-7
-0.6% -$454 0.01% 601
2020
Q3 		$77K Buy
1,234
+25
+2% +$1.53K 0.01% 594
2020
Q2 		$69K Buy
+1,209
New +$62.6K 0.01% 595

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

Seeyond's OTIS Position: Q4 2022 in Review

Seeyond increased its Otis Worldwide (OTIS) stake by 27% in Q4 2022, buying an estimated $633K and bringing the position to 39,773 shares worth $3.11M. The position accounts for 0.3% of the portfolio, ranked #101.

Seeyond first reported a position in OTIS in Q2 2020 and has held it in 11 quarters since. 1,105 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

  • Seeyond held 39,773 shares of Otis Worldwide worth $3.11M as of Q4 2022.
  • Seeyond bought 8,569 Otis Worldwide shares in Q4 2022, an estimated $633K.
  • Otis Worldwide made up 0.3% of Seeyond's portfolio in Q4 2022, its #101 holding.
  • Seeyond first reported a position in Otis Worldwide in Q2 2020 and has held it in 11 quarters since.
  • 1,105 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on Seeyond's 13F filing for Q4 2022, filed 13 Feb 2023.