Question 1

Does Alphinity Investment Management own OTIS stock?

Accepted Answer

No. Alphinity Investment Management exited its OTIS (Otis Worldwide) position in Q3 2023. Its Q2 2023 13F listed 426,176 shares worth $37.9M.

Question 2

How many shares of OTIS does Alphinity Investment Management own?

Accepted Answer

None since Q3 2023, when Alphinity Investment Management exited the position. Its Q2 2023 13F listed 426,176 shares worth $37.9M.

Question 3

What is Alphinity Investment Management's OTIS position worth?

Accepted Answer

Alphinity Investment Management's OTIS position was worth $37.9M in its Q2 2023 13F, before the exit in Q3 2023.

Question 4

Is Alphinity Investment Management buying or selling OTIS?

Accepted Answer

In Q3 2023, Alphinity Investment Management exited its entire OTIS position.

Question 5

When did Alphinity Investment Management first buy OTIS?

Accepted Answer

Alphinity Investment Management first reported OTIS in its Q3 2020 13F and listed it in 12 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2023-Q3 Latest	Exited	0	-100.0%	$0	0.0%	$76.06	0
2023-Q2	Increased	426,176	+41.0%	$37.9M	0.6%	$83.96	56
2023-Q1	Increased	302,258	+51.9%	$25.5M	0.6%	$79.29	57
2022-Q4	Increased	199,008	+25.8%	$15.6M	0.5%	$73.32	42
2022-Q3	Decreased	158,250	-14.3%	$10.1M	0.3%	$59.51	0
2022-Q2	Decreased	184,675	-8.5%	$13.1M	0.4%	$65.68	0
2022-Q1	Increased	201,904	+21.2%	$15.5M	0.4%	$71.23	41
2021-Q4	Decreased	166,639	-89.5%	$14.5M	0.3%	$80.36	0
2021-Q3	Increased	1.6M	+2.2%	$131.1M	4.9%	$75.72	58
2021-Q2	Increased	1.6M	+16.0%	$127.4M	4.8%	$75.05	65
2021-Q1	Increased	1.3M	+94.4%	$91.9M	4.3%	$62.63	88
2020-Q4	Increased	690,717	+3.0%	$46.7M	3.9%	$61.62	56
2020-Q3	New	670,763	-	$41.9M	4.1%	$56.77	82

OTIS13 quarters

OTIS
13 quarters