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Tilt Investment Management Holdings’s Otis Worldwide OTIS Stock Holding History

Tilt Investment Management Holdings’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
Q4 		– Sell
-21,454
Closed -$1.72M – 143
2023
Q3 		$1.72M Hold
21,454
– – 1.23% 16
2023
Q2 		$1.91M Hold
21,454
– – 1.26% 14
2023
Q1 		$1.74M Buy
21,454
+282
+1% +$23.3K 1.28% 14
2022
Q4 		$1.66M Buy
+21,172
New +$1.56M 1.41% 13

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Tilt Investment Management Holdings's OTIS Position: Q4 2023 in Review

Tilt Investment Management Holdings sold out of Otis Worldwide (OTIS) in Q4 2023, closing a stake of 21,454 shares — an estimated $1.72M sold.

Tilt Investment Management Holdings first reported a position in OTIS in Q4 2022 and held it in 4 quarters. The position peaked at $1.91M in Q2 2023. 1,190 funds tracked by Wall St. Rank hold OTIS as of Q4 2023.

  • Tilt Investment Management Holdings reported no remaining Otis Worldwide position as of Q4 2023 after selling out during the quarter.
  • Tilt Investment Management Holdings sold 21,454 Otis Worldwide shares in Q4 2023, an estimated $1.72M.
  • Tilt Investment Management Holdings first reported a position in Otis Worldwide in Q4 2022 and held it in 4 quarters.
  • Tilt Investment Management Holdings's Otis Worldwide position peaked at $1.91M in Q2 2023.
  • 1,190 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2023.

Based on Tilt Investment Management Holdings's 13F filing for Q4 2023, filed 31 Jan 2024.