Annapolis Financial Services’s Otis Worldwide OTIS Stock Holding History

Annapolis Financial Services’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	$15.7K	Buy	151 +1	+0.7%	+$95	﹤0.01%	248
2024 Q2	$14.4K	Hold	150	–	–	﹤0.01%	252
2024 Q1	$14.9K	Hold	150	–	–	﹤0.01%	243
2023 Q4	$13.4K	Hold	150	–	–	﹤0.01%	325
2023 Q3	$12K	Hold	150	–	–	﹤0.01%	325
2023 Q2	$13.4K	Hold	150	–	–	﹤0.01%	312
2023 Q1	$12.7K	Hold	150	–	–	﹤0.01%	291
2022 Q4	$11.7K	Hold	150	–	–	﹤0.01%	293
2022 Q3	$10K	Hold	150	–	–	﹤0.01%	337
2022 Q2	$11K	Hold	150	–	–	﹤0.01%	288
2022 Q1	$12K	Hold	150	–	–	﹤0.01%	289
2021 Q4	$13K	Hold	150	–	–	﹤0.01%	294
2021 Q3	$12K	Hold	150	–	–	﹤0.01%	281
2021 Q2	$12K	Hold	150	–	–	﹤0.01%	256
2021 Q1	$10K	Hold	150	–	–	﹤0.01%	253
2020 Q4	$10K	Buy	+150	New	+$9.73K	﹤0.01%	250

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Annapolis Financial Services's OTIS Position: Q3 2024 in Review

Annapolis Financial Services increased its Otis Worldwide (OTIS) stake by 0.67% in Q3 2024, buying an estimated $95 and bringing the position to 151 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Annapolis Financial Services first reported a position in OTIS in Q4 2020 and has held it in 16 quarters since. 1,197 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

Annapolis Financial Services held 151 shares of Otis Worldwide worth $15.7K as of Q3 2024.
Annapolis Financial Services bought 1 Otis Worldwide share in Q3 2024, an estimated $95.
Otis Worldwide made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #248 holding.
Annapolis Financial Services first reported a position in Otis Worldwide in Q4 2020 and has held it in 16 quarters since.
1,197 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.