AA
OTIS icon

Advisory Alpha’s Otis Worldwide OTIS Stock Holding History

Advisory Alpha’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
Q2 		– Sell
-2,416
Closed -$240K – 408
2024
Q1 		$240K Buy
2,416
+8
+0.3% +$739 0.01% 344
2023
Q4 		$215K Buy
+2,408
New +$200K 0.01% 324
2020
Q4 		– Sell
-349
Closed -$23K – 480
2020
Q3 		$23K Buy
+349
New +$21.3K ﹤0.01% 311

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Advisory Alpha's OTIS Position: Q2 2024 in Review

Advisory Alpha sold out of Otis Worldwide (OTIS) in Q2 2024, closing a stake of 2,416 shares — an estimated $240K sold.

Advisory Alpha first reported a position in OTIS in Q3 2020 and held it in 3 quarters. The position peaked at $240K in Q1 2024. 1,188 funds tracked by Wall St. Rank hold OTIS as of Q2 2024.

  • Advisory Alpha reported no remaining Otis Worldwide position as of Q2 2024 after selling out during the quarter.
  • Advisory Alpha sold 2,416 Otis Worldwide shares in Q2 2024, an estimated $240K.
  • Advisory Alpha first reported a position in Otis Worldwide in Q3 2020 and held it in 3 quarters.
  • Advisory Alpha's Otis Worldwide position peaked at $240K in Q1 2024.
  • 1,188 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2024.

Based on Advisory Alpha's 13F filing for Q2 2024, filed 21 Aug 2024.