1832 Asset Management
OTIS icon

1832 Asset Management’s Otis Worldwide OTIS Stock Holding History

1832 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
2024
Q3 		– Sell
-114
Closed -$11K – 839
2024
Q2 		$11K Buy
114
+10
+10% +$964 ﹤0.01% 763
2024
Q1 		$10.3K Hold
104
– – ﹤0.01% 758
2023
Q4 		$9.3K Hold
104
– – ﹤0.01% 756
2023
Q3 		$8.35K Sell
104
-13
-11% -$1.11K ﹤0.01% 764
2023
Q2 		$10.4K Hold
117
– – ﹤0.01% 754
2023
Q1 		$9.87K Buy
117
+97
+485% +$8.03K ﹤0.01% 796
2022
Q4 		$1.57K Buy
+20
New +$1.48K ﹤0.01% 869
2021
Q4 		– Sell
-3,103
Closed -$260K – 829
2021
Q3 		$260K Buy
+3,103
New +$273K ﹤0.01% 643
2021
Q1 		– Sell
-11,950
Closed -$800K – 756
2020
Q4 		$800K Hold
11,950
– – ﹤0.01% 508
2020
Q3 		$751K Hold
11,950
– – ﹤0.01% 491
2020
Q2 		$681K Buy
+11,950
New +$619K ﹤0.01% 469

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM