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Ables Iannone Moore & Associates’s Otis Worldwide OTIS Stock Holding History

Ables Iannone Moore & Associates’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
Q1 		– Sell
-2
Closed -$179 – 224
2023
Q4 		$179 Buy
+2
New +$166 ﹤0.01% 300

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Ables Iannone Moore & Associates's OTIS Position: Q1 2024 in Review

Ables Iannone Moore & Associates sold out of Otis Worldwide (OTIS) in Q1 2024, closing a stake of 2 shares — an estimated $179 sold.

Ables Iannone Moore & Associates first reported a position in OTIS in Q4 2023 and held it in 1 quarter. The position peaked at $179 in Q4 2023. 1,202 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

  • Ables Iannone Moore & Associates reported no remaining Otis Worldwide position as of Q1 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 2 Otis Worldwide shares in Q1 2024, an estimated $179.
  • Ables Iannone Moore & Associates first reported a position in Otis Worldwide in Q4 2023 and held it in 1 quarter.
  • Ables Iannone Moore & Associates's Otis Worldwide position peaked at $179 in Q4 2023.
  • 1,202 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.