Bellecapital’s Otis Worldwide OTIS Stock Holding History

Bellecapital’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	-2,624	Closed	-$273K	–	170
2024 Q3	$273K	Hold	2,624	–	–	0.05%	125
2024 Q2	$253K	Hold	2,624	–	–	0.05%	129
2024 Q1	$260K	Hold	2,624	–	–	0.06%	136
2023 Q4	$235K	Hold	2,624	–	–	0.05%	139
2023 Q3	$211K	Hold	2,624	–	–	0.05%	152
2023 Q2	$234K	Hold	2,624	–	–	0.06%	150
2023 Q1	$221K	Hold	2,624	–	–	0.06%	181
2022 Q4	$205K	Buy	+2,624	New	+$194K	0.06%	183
2022 Q2	–	Sell	-2,624	Closed	-$202K	–	215
2022 Q1	$202K	Sell	2,624 -4,128	-61%	-$330K	0.06%	195
2021 Q4	$588K	Sell	6,752 -1,484	-18%	-$124K	0.17%	102
2021 Q3	$678K	Hold	8,236	–	–	0.21%	93
2021 Q2	$673K	Buy	+8,236	New	+$634K	0.2%	92

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 $3.37T AUM 44.26% 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

Bellecapital's OTIS Position: Q4 2024 in Review

Bellecapital sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 2,624 shares — an estimated $273K sold.

Bellecapital first reported a position in OTIS in Q2 2021 and held it in 12 quarters. The position peaked at $678K in Q3 2021. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

Bellecapital reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
Bellecapital sold 2,624 Otis Worldwide shares in Q4 2024, an estimated $273K.
Bellecapital first reported a position in Otis Worldwide in Q2 2021 and held it in 12 quarters.
Bellecapital's Otis Worldwide position peaked at $678K in Q3 2021.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Bellecapital's 13F filing for Q4 2024, filed 6 Feb 2025.