Arlington Trust’s Otis Worldwide OTIS Stock Holding History

Arlington Trust’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	-14	Closed	-$1.25K	–	775
2023 Q4	$1.25K	Sell	14 -35,180	-100%	-$2.93M	﹤0.01%	778
2023 Q3	$2.83M	Buy	+35,194	New	+$3.01M	1.16%	29

Other funds holding OTIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Arlington Trust's OTIS Position: Q1 2024 in Review

Arlington Trust sold out of Otis Worldwide (OTIS) in Q1 2024, closing a stake of 14 shares — an estimated $1.25K sold.

Arlington Trust first reported a position in OTIS in Q3 2023 and held it in 2 quarters. The position peaked at $2.83M in Q3 2023. 1,201 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

Arlington Trust reported no remaining Otis Worldwide position as of Q1 2024 after selling out during the quarter.
Arlington Trust sold 14 Otis Worldwide shares in Q1 2024, an estimated $1.25K.
Arlington Trust first reported a position in Otis Worldwide in Q3 2023 and held it in 2 quarters.
Arlington Trust's Otis Worldwide position peaked at $2.83M in Q3 2023.
1,201 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Arlington Trust's 13F filing for Q1 2024, filed 16 Apr 2024.