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Sierra Capital’s Otis Worldwide OTIS Stock Holding History

Sierra Capital’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 		– Sell
-307
Closed -$22K – 702
2022
Q2 		$22K Sell
307
-12
-4% -$884 ﹤0.01% 391
2022
Q1 		$25K Hold
319
– – ﹤0.01% 394
2021
Q4 		$28K Buy
319
+12
+4% +$1K ﹤0.01% 386
2021
Q3 		$25K Hold
307
– – ﹤0.01% 340
2021
Q2 		$25K Hold
307
– – ﹤0.01% 321
2021
Q1 		$21K Buy
+307
New +$20.1K ﹤0.01% 311

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

Sierra Capital's OTIS Position: Q3 2022 in Review

Sierra Capital sold out of Otis Worldwide (OTIS) in Q3 2022, closing a stake of 307 shares — an estimated $22K sold.

Sierra Capital first reported a position in OTIS in Q1 2021 and held it in 6 quarters. The position peaked at $28K in Q4 2021. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

  • Sierra Capital reported no remaining Otis Worldwide position as of Q3 2022 after selling out during the quarter.
  • Sierra Capital sold 307 Otis Worldwide shares in Q3 2022, an estimated $22K.
  • Sierra Capital first reported a position in Otis Worldwide in Q1 2021 and held it in 6 quarters.
  • Sierra Capital's Otis Worldwide position peaked at $28K in Q4 2021.
  • 1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Sierra Capital's 13F filing for Q3 2022, filed 4 Nov 2022.