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Ashburton (Jersey)’s Otis Worldwide OTIS Stock Holding History

Ashburton (Jersey)’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
Q4 		$3.62M Buy
+39,099
New +$3.92M 1.6% 21
2021
Q1 		– Sell
-47
Closed -$3K – 71
2020
Q4 		$3K Hold
47
– – ﹤0.01% 73
2020
Q3 		$3K Hold
47
– – ﹤0.01% 76
2020
Q2 		$3K Buy
+47
New +$2.44K ﹤0.01% 76

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Ashburton (Jersey)'s OTIS Position: Q4 2024 in Review

Ashburton (Jersey) opened a new position in Otis Worldwide (OTIS) in Q4 2024: 39,099 shares worth $3.62M. The stake represents 1.6% of the portfolio and ranks #21 among its holdings. This is a return to the name: Ashburton (Jersey) previously reported a position in OTIS as recently as Q4 2020.

Ashburton (Jersey) first reported a position in OTIS in Q2 2020 and has held it in 4 quarters since. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

  • Ashburton (Jersey) held 39,099 shares of Otis Worldwide worth $3.62M as of Q4 2024.
  • Otis Worldwide was a new Ashburton (Jersey) position in Q4 2024.
  • Otis Worldwide made up 1.6% of Ashburton (Jersey)'s portfolio in Q4 2024, its #21 holding.
  • Ashburton (Jersey) first reported a position in Otis Worldwide in Q2 2020 and has held it in 4 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Ashburton (Jersey)'s 13F filing for Q4 2024, filed 13 Feb 2025.