AJ Advisors’s Otis Worldwide OTIS Stock Holding History

AJ Advisors’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	-2,255	Closed	-$224K	–	42
2024 Q1	$224K	Buy	2,255 +8	+0.4%	+$739	0.12%	43
2023 Q4	$201K	Buy	+2,247	New	+$187K	0.12%	43

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

AJ Advisors's OTIS Position: Q2 2024 in Review

AJ Advisors sold out of Otis Worldwide (OTIS) in Q2 2024, closing a stake of 2,255 shares — an estimated $224K sold.

AJ Advisors first reported a position in OTIS in Q4 2023 and held it in 2 quarters. The position peaked at $224K in Q1 2024. 1,188 funds tracked by Wall St. Rank hold OTIS as of Q2 2024.

AJ Advisors reported no remaining Otis Worldwide position as of Q2 2024 after selling out during the quarter.
AJ Advisors sold 2,255 Otis Worldwide shares in Q2 2024, an estimated $224K.
AJ Advisors first reported a position in Otis Worldwide in Q4 2023 and held it in 2 quarters.
AJ Advisors's Otis Worldwide position peaked at $224K in Q1 2024.
1,188 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2024.

Based on AJ Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.