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Veracity Capital’s Otis Worldwide OTIS Stock Holding History

Veracity Capital’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
Q2 		– Sell
-17,705
Closed -$1.36M – 219
2022
Q1 		$1.36M Buy
17,705
+1,198
+7% +$95.7K 0.57% 35
2021
Q4 		$1.44M Buy
16,507
+468
+3% +$39.2K 0.58% 42
2021
Q3 		$1.32M Buy
16,039
+588
+4% +$51.7K 0.57% 38
2021
Q2 		$1.26M Sell
15,451
-16,265
-51% -$1.25M 0.29% 65
2021
Q1 		$2.17M Sell
31,716
-1,704
-5% -$111K 0.46% 56
2020
Q4 		$2.26M Buy
33,420
+3,366
+11% +$218K 0.57% 56
2020
Q3 		$1.88M Buy
+30,054
New +$1.84M 0.51% 60

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Veracity Capital's OTIS Position: Q2 2022 in Review

Veracity Capital sold out of Otis Worldwide (OTIS) in Q2 2022, closing a stake of 17,705 shares — an estimated $1.36M sold.

Veracity Capital first reported a position in OTIS in Q3 2020 and held it in 7 quarters. The position peaked at $2.26M in Q4 2020. 1,086 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

  • Veracity Capital reported no remaining Otis Worldwide position as of Q2 2022 after selling out during the quarter.
  • Veracity Capital sold 17,705 Otis Worldwide shares in Q2 2022, an estimated $1.36M.
  • Veracity Capital first reported a position in Otis Worldwide in Q3 2020 and held it in 7 quarters.
  • Veracity Capital's Otis Worldwide position peaked at $2.26M in Q4 2020.
  • 1,086 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on Veracity Capital's 13F filing for Q2 2022, filed 18 Jul 2022.