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Wolverine Asset Management’s Otis Worldwide OTIS Stock Holding History

Wolverine 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
-28,000
Closed -$2.19M – 2026
2022
Q4 		$2.19M Buy
+28,000
New +$2.07M 0.02% 540
2022
Q3 		– Sell
-12,000
Closed -$848K – 2473
2022
Q2 		$848K Buy
+12,000
New +$884K 0.01% 836
2021
Q4 		– Sell
-14,000
Closed -$1.15M – 2173
2021
Q3 		$1.15M Sell
14,000
-56,492
-80% -$4.97M 0.01% 674
2021
Q2 		$5.76M Buy
+70,492
New +$5.43M 0.04% 250

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

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

Wolverine Asset Management sold out of Otis Worldwide (OTIS) in Q1 2023, closing a stake of 28,000 shares — an estimated $2.19M sold.

Wolverine Asset Management first reported a position in OTIS in Q2 2021 and held it in 4 quarters. The position peaked at $5.76M in Q2 2021. 1,099 funds tracked by Wall St. Rank hold OTIS as of Q1 2023.

  • Wolverine Asset Management reported no remaining Otis Worldwide position as of Q1 2023 after selling out during the quarter.
  • Wolverine Asset Management sold 28,000 Otis Worldwide shares in Q1 2023, an estimated $2.19M.
  • Wolverine Asset Management first reported a position in Otis Worldwide in Q2 2021 and held it in 4 quarters.
  • Wolverine Asset Management's Otis Worldwide position peaked at $5.76M in Q2 2021.
  • 1,099 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2023.

Based on Wolverine Asset Management's 13F filing for Q1 2023, filed 8 May 2023.