Vident Investment Advisory’s Otis Worldwide OTIS Stock Holding History

Vident Investment Advisory’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 Q3	–	Sell	-105,356	Closed	-$9.38M	–	729
2023 Q2	$9.38M	Buy	105,356 +97,636	+1,265%	+$8.23M	0.32%	86
2023 Q1	$652K	Sell	7,720 -18,397	-70%	-$1.52M	0.02%	678
2022 Q4	$2.05M	Buy	+26,117	New	+$1.93M	0.08%	293
2022 Q3	–	Sell	-19,916	Closed	-$1.41M	–	1261
2022 Q2	$1.41M	Buy	19,916 +11,219	+129%	+$826K	0.04%	520
2022 Q1	$669K	Buy	8,697 +614	+8%	+$49.1K	0.02%	835
2021 Q4	$703K	Sell	8,083 -48	-0.6%	-$4.02K	0.02%	833
2021 Q3	$669K	Sell	8,131 -1,607	-17%	-$141K	0.02%	797
2021 Q2	$796K	Buy	+9,738	New	+$749K	0.02%	714
2020 Q3	–	Sell	-6,119	Closed	-$348K	–	916
2020 Q2	$348K	Buy	+6,119	New	+$317K	0.02%	742

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vident Investment Advisory's OTIS Position: Q3 2023 in Review

Vident Investment Advisory sold out of Otis Worldwide (OTIS) in Q3 2023, closing a stake of 105,356 shares — an estimated $9.38M sold.

Vident Investment Advisory first reported a position in OTIS in Q2 2020 and held it in 9 quarters. The position peaked at $9.38M in Q2 2023. 1,095 funds tracked by Wall St. Rank hold OTIS as of Q3 2023.

Vident Investment Advisory reported no remaining Otis Worldwide position as of Q3 2023 after selling out during the quarter.
Vident Investment Advisory sold 105,356 Otis Worldwide shares in Q3 2023, an estimated $9.38M.
Vident Investment Advisory first reported a position in Otis Worldwide in Q2 2020 and held it in 9 quarters.
Vident Investment Advisory's Otis Worldwide position peaked at $9.38M in Q2 2023.
1,095 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.