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Appian Way Asset Management’s Otis Worldwide OTIS Stock Holding History

Appian Way 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
-10,300
Closed -$991K – 50
2024
Q2 		$991K Buy
+10,300
New +$993K 0.25% 38
2021
Q1 		– Sell
-46,883
Closed -$3.17M – 69
2020
Q4 		$3.17M Sell
46,883
-26,860
-36% -$1.74M 1.55% 26
2020
Q3 		$4.6M Buy
73,743
+35,016
+90% +$2.14M 2.09% 20
2020
Q2 		$2.2M Buy
+38,727
New +$2.01M 1.07% 26

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Appian Way Asset Management's OTIS Position: Q3 2024 in Review

Appian Way Asset Management sold out of Otis Worldwide (OTIS) in Q3 2024, closing a stake of 10,300 shares — an estimated $991K sold.

Appian Way Asset Management first reported a position in OTIS in Q2 2020 and held it in 4 quarters. The position peaked at $4.6M in Q3 2020. 1,197 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

  • Appian Way Asset Management reported no remaining Otis Worldwide position as of Q3 2024 after selling out during the quarter.
  • Appian Way Asset Management sold 10,300 Otis Worldwide shares in Q3 2024, an estimated $991K.
  • Appian Way Asset Management first reported a position in Otis Worldwide in Q2 2020 and held it in 4 quarters.
  • Appian Way Asset Management's Otis Worldwide position peaked at $4.6M in Q3 2020.
  • 1,197 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on Appian Way Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.