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Sunriver Management’s Otis Worldwide OTIS Stock Holding History

Sunriver 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
2021
Q3 		– Sell
-295,148
Closed -$24.1M – 23
2021
Q2 		$24.1M Sell
295,148
-293,304
-50% -$22.6M 4.11% 14
2021
Q1 		$40.3M Sell
588,452
-66,002
-10% -$4.31M 7.53% 6
2020
Q4 		$44.2M Buy
654,454
+30,215
+5% +$1.96M 7.29% 4
2020
Q3 		$39M Buy
624,239
+105,935
+20% +$6.48M 6.22% 6
2020
Q2 		$29.5M Buy
+518,304
New +$26.9M 4.65% 14

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sunriver Management's OTIS Position: Q3 2021 in Review

Sunriver Management sold out of Otis Worldwide (OTIS) in Q3 2021, closing a stake of 295,148 shares — an estimated $24.1M sold.

Sunriver Management first reported a position in OTIS in Q2 2020 and held it in 5 quarters. The position peaked at $44.2M in Q4 2020. 1,140 funds tracked by Wall St. Rank hold OTIS as of Q3 2021.

  • Sunriver Management reported no remaining Otis Worldwide position as of Q3 2021 after selling out during the quarter.
  • Sunriver Management sold 295,148 Otis Worldwide shares in Q3 2021, an estimated $24.1M.
  • Sunriver Management first reported a position in Otis Worldwide in Q2 2020 and held it in 5 quarters.
  • Sunriver Management's Otis Worldwide position peaked at $44.2M in Q4 2020.
  • 1,140 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2021.

Based on Sunriver Management's 13F filing for Q3 2021, filed 15 Nov 2021.