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Benjamin F. Edwards & Company’s Otis Worldwide OTIS Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$36K Buy
374
+99
+36% +$9.54K ﹤0.01% 1417
2024
Q1 		$27K Hold
275
– – ﹤0.01% 1456
2023
Q4 		$25K Hold
275
– – ﹤0.01% 1432
2023
Q3 		$22K Buy
275
+53
+24% +$4.53K ﹤0.01% 1242
2023
Q2 		$20K Hold
222
– – ﹤0.01% 1281
2023
Q1 		$19K Sell
222
-117
-35% -$9.68K ﹤0.01% 1281
2022
Q4 		$27K Buy
339
+26
+8% +$1.92K ﹤0.01% 1214
2022
Q3 		$20K Sell
313
-49
-14% -$3.58K ﹤0.01% 1260
2022
Q2 		$26K Sell
362
-56
-13% -$4.12K ﹤0.01% 1186
2022
Q1 		$32K Sell
418
-193
-32% -$15.4K ﹤0.01% 1139
2021
Q4 		$53K Sell
611
-11
-2% -$921 ﹤0.01% 1039
2021
Q3 		$51K Buy
622
+50
+9% +$4.4K ﹤0.01% 1021
2021
Q2 		$47K Sell
572
-12
-2% -$924 ﹤0.01% 1036
2021
Q1 		$40K Buy
584
+39
+7% +$2.55K ﹤0.01% 1064
2020
Q4 		$37K Sell
545
-916
-63% -$59.4K ﹤0.01% 1040
2020
Q3 		$91K Sell
1,461
-324
-18% -$19.8K 0.01% 767
2020
Q2 		$102K Buy
+1,785
New +$92.5K 0.01% 734

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Benjamin F. Edwards & Company's OTIS Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Otis Worldwide (OTIS) stake by 36% in Q2 2024, buying an estimated $9.54K and bringing the position to 374 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Benjamin F. Edwards & Company first reported a position in OTIS in Q2 2020 and has held it in 17 quarters since. The position peaked at $102K in Q2 2020. 1,190 funds tracked by Wall St. Rank hold OTIS as of Q2 2024.

  • Benjamin F. Edwards & Company held 374 shares of Otis Worldwide worth $36K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 99 Otis Worldwide shares in Q2 2024, an estimated $9.54K.
  • Otis Worldwide made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1417 holding.
  • Benjamin F. Edwards & Company first reported a position in Otis Worldwide in Q2 2020 and has held it in 17 quarters since.
  • Benjamin F. Edwards & Company's Otis Worldwide position peaked at $102K in Q2 2020.
  • 1,190 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.