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Badgley Phelps Wealth Managers’s Otis Worldwide OTIS Stock Holding History

Badgley Phelps Wealth Managers’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
-2,028
Closed -$211K – 295
2024
Q3 		$211K Buy
+2,028
New +$193K ﹤0.01% 283
2024
Q2 		– Sell
-2,300
Closed -$228K – 267
2024
Q1 		$228K Sell
2,300
-650
-22% -$60.1K 0.01% 238
2023
Q4 		$264K Sell
2,950
-1,367
-32% -$114K 0.01% 222
2023
Q3 		$347K Sell
4,317
-5,036
-54% -$431K 0.01% 187
2023
Q2 		$833K Buy
+9,353
New +$788K 0.03% 160

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 $3.38T AUM 44.17% 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

Badgley Phelps Wealth Managers's OTIS Position: Q4 2024 in Review

Badgley Phelps Wealth Managers sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 2,028 shares — an estimated $211K sold.

Badgley Phelps Wealth Managers first reported a position in OTIS in Q2 2023 and held it in 5 quarters. The position peaked at $833K in Q2 2023. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

  • Badgley Phelps Wealth Managers reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
  • Badgley Phelps Wealth Managers sold 2,028 Otis Worldwide shares in Q4 2024, an estimated $211K.
  • Badgley Phelps Wealth Managers first reported a position in Otis Worldwide in Q2 2023 and held it in 5 quarters.
  • Badgley Phelps Wealth Managers's Otis Worldwide position peaked at $833K in Q2 2023.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Badgley Phelps Wealth Managers's 13F filing for Q4 2024, filed 11 Feb 2025.