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Zacks Investment Management’s Otis Worldwide OTIS Stock Holding History

Zacks Investment 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
Q4 		– Sell
-18,338
Closed -$1.47M – 663
2023
Q3 		$1.47M Buy
18,338
+660
+4% +$56.4K 0.02% 319
2023
Q2 		$1.57M Buy
+17,678
New +$1.49M 0.02% 313

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Zacks Investment Management's OTIS Position: Q4 2023 in Review

Zacks Investment Management sold out of Otis Worldwide (OTIS) in Q4 2023, closing a stake of 18,338 shares — an estimated $1.47M sold.

Zacks Investment Management first reported a position in OTIS in Q2 2023 and held it in 2 quarters. The position peaked at $1.57M in Q2 2023. 1,189 funds tracked by Wall St. Rank hold OTIS as of Q4 2023.

  • Zacks Investment Management reported no remaining Otis Worldwide position as of Q4 2023 after selling out during the quarter.
  • Zacks Investment Management sold 18,338 Otis Worldwide shares in Q4 2023, an estimated $1.47M.
  • Zacks Investment Management first reported a position in Otis Worldwide in Q2 2023 and held it in 2 quarters.
  • Zacks Investment Management's Otis Worldwide position peaked at $1.57M in Q2 2023.
  • 1,189 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2023.

Based on Zacks Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.