Aspire Private Capital’s Otis Worldwide OTIS Stock Holding History

Aspire Private Capital’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	–	Sell	-86	Closed	-$8.94K	–	486
2024 Q3	$8.94K	Hold	86	–	–	﹤0.01%	398
2024 Q2	$8.28K	Sell	86 -10	-10%	-$964	﹤0.01%	406
2024 Q1	$9.53K	Buy	96 +10	+12%	+$924	﹤0.01%	409
2023 Q4	$7.69K	Sell	86 -473	-85%	-$39.3K	﹤0.01%	424
2023 Q3	$44.9K	Hold	559	–	–	0.01%	217
2023 Q2	$49.8K	Hold	559	–	–	0.02%	203
2023 Q1	$47.2K	Hold	559	–	–	0.02%	208
2022 Q4	$43.8K	Hold	559	–	–	0.02%	204
2022 Q3	$36K	Hold	559	–	–	0.01%	229
2022 Q2	$40K	Hold	559	–	–	0.01%	224
2022 Q1	$43K	Hold	559	–	–	0.01%	219
2021 Q4	$49K	Hold	559	–	–	0.02%	221
2021 Q3	$46K	Hold	559	–	–	0.02%	218
2021 Q2	$46K	Hold	559	–	–	0.01%	218
2021 Q1	$38K	Buy	+559	New	+$36.5K	0.01%	235

Other funds holding OTIS

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

JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Aspire Private Capital's OTIS Position: Q4 2024 in Review

Aspire Private Capital sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 86 shares — an estimated $8.94K sold.

Aspire Private Capital first reported a position in OTIS in Q1 2021 and held it in 15 quarters. The position peaked at $49.8K in Q2 2023. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

Aspire Private Capital reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 86 Otis Worldwide shares in Q4 2024, an estimated $8.94K.
Aspire Private Capital first reported a position in Otis Worldwide in Q1 2021 and held it in 15 quarters.
Aspire Private Capital's Otis Worldwide position peaked at $49.8K in Q2 2023.
1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.