Suvretta Capital Management’s Otis Worldwide OTIS Stock Holding History

Suvretta Capital 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
2023 Q1	–	Sell	-1,297,480	Closed	-$102M	–	106
2022 Q4	$102M	Hold	1,297,480	–	–	4.27%	3
2022 Q3	$82.8M	Hold	1,297,480	–	–	3.44%	7
2022 Q2	$91.7M	Hold	1,297,480	–	–	3.49%	6
2022 Q1	$99.8M	Sell	1,297,480 -1,187,100	-48%	-$94.9M	3.05%	7
2021 Q4	$216M	Sell	2,484,580 -214,959	-8%	-$18M	4.19%	5
2021 Q3	$222M	Buy	2,699,539 +73,846	+3%	+$6.49M	3.74%	6
2021 Q2	$215M	Sell	2,625,693 -247,300	-9%	-$19M	3.21%	6
2021 Q1	$197M	Buy	2,872,993 +161,964	+6%	+$10.6M	2.91%	11
2020 Q4	$183M	Sell	2,711,029 -1,221	-0%	-$79.2K	2.61%	11
2020 Q3	$169M	Buy	2,712,250 +111,256	+4%	+$6.8M	3.05%	6
2020 Q2	$148M	Buy	+2,600,994	New	+$135M	3.18%	8

Other funds holding OTIS

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

BlackRock New York $5.72T AUM 30.48% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Suvretta Capital Management's OTIS Position: Q1 2023 in Review

Suvretta Capital Management sold out of Otis Worldwide (OTIS) in Q1 2023, closing a stake of 1,297,480 shares — an estimated $102M sold.

Suvretta Capital Management first reported a position in OTIS in Q2 2020 and held it in 11 quarters. The position peaked at $222M in Q3 2021. 1,099 funds tracked by Wall St. Rank hold OTIS as of Q1 2023.

Suvretta Capital Management reported no remaining Otis Worldwide position as of Q1 2023 after selling out during the quarter.
Suvretta Capital Management sold 1,297,480 Otis Worldwide shares in Q1 2023, an estimated $102M.
Suvretta Capital Management first reported a position in Otis Worldwide in Q2 2020 and held it in 11 quarters.
Suvretta Capital Management's Otis Worldwide position peaked at $222M in Q3 2021.
1,099 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2023.

Based on Suvretta Capital Management's 13F filing for Q1 2023, filed 15 May 2023.