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	–	838
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

1832 Asset Management's OTIS Position: Q3 2024 in Review

1832 Asset Management sold out of Otis Worldwide (OTIS) in Q3 2024, closing a stake of 114 shares — an estimated $11K sold.

1832 Asset Management first reported a position in OTIS in Q2 2020 and held it in 11 quarters. The position peaked at $800K in Q4 2020. 1,199 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

1832 Asset Management reported no remaining Otis Worldwide position as of Q3 2024 after selling out during the quarter.
1832 Asset Management sold 114 Otis Worldwide shares in Q3 2024, an estimated $11K.
1832 Asset Management first reported a position in Otis Worldwide in Q2 2020 and held it in 11 quarters.
1832 Asset Management's Otis Worldwide position peaked at $800K in Q4 2020.
1,199 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on 1832 Asset Management's 13F filing for Q3 2024, filed 13 Nov 2024.