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	–	271
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM