Formuepleje A/S’s Otis Worldwide OTIS Stock Holding History

Formuepleje A/S’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	–	Sell	-530,481	Closed	-$33.8M	–	96
2022 Q3	$33.8M	Sell	530,481 -628,225	-54%	-$46M	2.75%	8
2022 Q2	$81.9M	Sell	1,158,706 -299,030	-21%	-$22M	5.02%	3
2022 Q1	$113M	Sell	1,457,736 -19,128	-1%	-$1.53M	4.92%	4
2021 Q4	$129M	Buy	1,476,864 +45,975	+3%	+$3.85M	4.89%	4
2021 Q3	$118M	Sell	1,430,889 -30,155	-2%	-$2.65M	4.71%	5
2021 Q2	$119M	Sell	1,461,044 -171,220	-10%	-$13.2M	4.62%	5
2021 Q1	$112M	Sell	1,632,264 -41,772	-2%	-$2.73M	4.26%	6
2020 Q4	$113M	Sell	1,674,036 -173,994	-9%	-$11.3M	4.8%	6
2020 Q3	$115M	Buy	1,848,030 +137,134	+8%	+$8.39M	5.03%	7
2020 Q2	$97.3M	Buy	+1,710,896	New	+$88.6M	4.9%	6

Other funds holding OTIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Formuepleje A/S's OTIS Position: Q4 2022 in Review

Formuepleje A/S sold out of Otis Worldwide (OTIS) in Q4 2022, closing a stake of 530,481 shares — an estimated $33.8M sold.

Formuepleje A/S first reported a position in OTIS in Q2 2020 and held it in 10 quarters. The position peaked at $129M in Q4 2021. 1,105 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

Formuepleje A/S reported no remaining Otis Worldwide position as of Q4 2022 after selling out during the quarter.
Formuepleje A/S sold 530,481 Otis Worldwide shares in Q4 2022, an estimated $33.8M.
Formuepleje A/S first reported a position in Otis Worldwide in Q2 2020 and held it in 10 quarters.
Formuepleje A/S's Otis Worldwide position peaked at $129M in Q4 2021.
1,105 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on Formuepleje A/S's 13F filing for Q4 2022, filed 27 Aug 2026.