BFSG LLC’s Otis Worldwide OTIS Stock Holding History

BFSG LLC’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	–	Sell	-50	Closed	-$4.96K	–	663
2024 Q1	$4.96K	Buy	+50	New	+$4.62K	﹤0.01%	548

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

BFSG LLC's OTIS Position: Q2 2024 in Review

BFSG LLC sold out of Otis Worldwide (OTIS) in Q2 2024, closing a stake of 50 shares — an estimated $4.96K sold.

BFSG LLC first reported a position in OTIS in Q1 2024 and held it in 1 quarter. The position peaked at $4.96K in Q1 2024. 1,191 funds tracked by Wall St. Rank hold OTIS as of Q2 2024.

BFSG LLC reported no remaining Otis Worldwide position as of Q2 2024 after selling out during the quarter.
BFSG LLC sold 50 Otis Worldwide shares in Q2 2024, an estimated $4.96K.
BFSG LLC first reported a position in Otis Worldwide in Q1 2024 and held it in 1 quarter.
BFSG LLC's Otis Worldwide position peaked at $4.96K in Q1 2024.
1,191 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2024.

Based on BFSG LLC's 13F filing for Q2 2024, filed 29 Jul 2024.