Viking Global Investors
OTIS icon

Viking Global Investors’s Otis Worldwide OTIS Stock Holding History

Viking Global Investors’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
-3,538,164
Closed -$272M – 94
2022
Q1 		$272M Buy
+3,538,164
New +$283M 1.1% 30
2021
Q2 		– Sell
-6,834,220
Closed -$468M – 106
2021
Q1 		$468M Buy
6,834,220
+1,436,557
+27% +$93.9M 1.39% 26
2020
Q4 		$365M Buy
5,397,663
+2,400,001
+80% +$156M 1% 38
2020
Q3 		$187M Buy
+2,997,662
New +$183M 0.68% 44

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

Viking Global Investors's OTIS Position: Q2 2022 in Review

Viking Global Investors sold out of Otis Worldwide (OTIS) in Q2 2022, closing a stake of 3,538,164 shares — an estimated $272M sold.

Viking Global Investors first reported a position in OTIS in Q3 2020 and held it in 4 quarters. The position peaked at $468M in Q1 2021. 1,086 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

  • Viking Global Investors reported no remaining Otis Worldwide position as of Q2 2022 after selling out during the quarter.
  • Viking Global Investors sold 3,538,164 Otis Worldwide shares in Q2 2022, an estimated $272M.
  • Viking Global Investors first reported a position in Otis Worldwide in Q3 2020 and held it in 4 quarters.
  • Viking Global Investors's Otis Worldwide position peaked at $468M in Q1 2021.
  • 1,086 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on Viking Global Investors's 13F filing for Q2 2022, filed 15 Aug 2022.