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Trillium Asset Management’s Otis Worldwide OTIS Stock Holding History

Trillium Asset 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
-3,450
Closed -$270K – 231
2022
Q4 		$270K Buy
+3,450
New +$255K 0.01% 221

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Trillium Asset Management's OTIS Position: Q1 2023 in Review

Trillium Asset Management sold out of Otis Worldwide (OTIS) in Q1 2023, closing a stake of 3,450 shares — an estimated $270K sold.

Trillium Asset Management first reported a position in OTIS in Q4 2022 and held it in 1 quarter. The position peaked at $270K in Q4 2022. 1,099 funds tracked by Wall St. Rank hold OTIS as of Q1 2023.

  • Trillium Asset Management reported no remaining Otis Worldwide position as of Q1 2023 after selling out during the quarter.
  • Trillium Asset Management sold 3,450 Otis Worldwide shares in Q1 2023, an estimated $270K.
  • Trillium Asset Management first reported a position in Otis Worldwide in Q4 2022 and held it in 1 quarter.
  • Trillium Asset Management's Otis Worldwide position peaked at $270K in Q4 2022.
  • 1,099 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2023.

Based on Trillium Asset Management's 13F filing for Q1 2023, filed 9 May 2023.