Weiss Multi-Strategy Advisers’s Otis Worldwide OTIS Stock Holding History

Weiss Multi-Strategy Advisers’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 Q2	–	Sell	-13,107	Closed	-$1.11M	–	725
2023 Q1	$1.11M	Buy	+13,107	New	+$1.08M	0.03%	506
2022 Q4	–	Sell	-20,000	Closed	-$1.28M	–	693
2022 Q3	$1.28M	Sell	20,000 -76,324	-79%	-$5.58M	0.03%	471
2022 Q2	$6.81M	Buy	96,324 +85,949	+828%	+$6.33M	0.2%	168
2022 Q1	$798K	Sell	10,375 -64,562	-86%	-$5.16M	0.02%	524
2021 Q4	$6.53M	Buy	+74,937	New	+$6.27M	0.15%	192
2021 Q3	–	Sell	-46,183	Closed	-$3.78M	–	761
2021 Q2	$3.78M	Buy	+46,183	New	+$3.55M	0.08%	315
2020 Q4	–	Sell	-33,625	Closed	-$2.1M	–	765
2020 Q3	$2.1M	Sell	33,625 -117,624	-78%	-$7.19M	0.06%	339
2020 Q2	$8.6M	Buy	+151,249	New	+$7.84M	0.25%	122

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Weiss Multi-Strategy Advisers's OTIS Position: Q2 2023 in Review

Weiss Multi-Strategy Advisers sold out of Otis Worldwide (OTIS) in Q2 2023, closing a stake of 13,107 shares — an estimated $1.11M sold.

Weiss Multi-Strategy Advisers first reported a position in OTIS in Q2 2020 and held it in 8 quarters. The position peaked at $8.6M in Q2 2020. 1,124 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

Weiss Multi-Strategy Advisers reported no remaining Otis Worldwide position as of Q2 2023 after selling out during the quarter.
Weiss Multi-Strategy Advisers sold 13,107 Otis Worldwide shares in Q2 2023, an estimated $1.11M.
Weiss Multi-Strategy Advisers first reported a position in Otis Worldwide in Q2 2020 and held it in 8 quarters.
Weiss Multi-Strategy Advisers's Otis Worldwide position peaked at $8.6M in Q2 2020.
1,124 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q2 2023, filed 14 Aug 2023.