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Beach Investment Counsel’s Otis Worldwide OTIS Stock Holding History

Beach Investment Counsel’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
-400
Closed -$42K – 187
2024
Q3 		$42K Sell
400
-291
-42% -$27.7K 0.01% 182
2024
Q2 		$67K Buy
+691
New +$66.6K 0.01% 167

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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $1.66T 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 $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Beach Investment Counsel's OTIS Position: Q4 2024 in Review

Beach Investment Counsel sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 400 shares — an estimated $42K sold.

Beach Investment Counsel first reported a position in OTIS in Q2 2024 and held it in 2 quarters. The position peaked at $67K in Q2 2024. 1,231 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

  • Beach Investment Counsel reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
  • Beach Investment Counsel sold 400 Otis Worldwide shares in Q4 2024, an estimated $42K.
  • Beach Investment Counsel first reported a position in Otis Worldwide in Q2 2024 and held it in 2 quarters.
  • Beach Investment Counsel's Otis Worldwide position peaked at $67K in Q2 2024.
  • 1,231 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Beach Investment Counsel's 13F filing for Q4 2024, filed 27 Jan 2025.