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Boston Financial Management’s Otis Worldwide OTIS Stock Holding History

Boston Financial Management’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 		$2.2M Buy
23,727
+175
+0.7% +$17.5K 0.07% 141
2024
Q3 		$2.45M Buy
23,552
+2,008
+9% +$191K 0.07% 135
2024
Q2 		$2.07M Buy
21,544
+322
+2% +$31K 0.07% 139
2024
Q1 		$2.11M Hold
21,222
– – 0.07% 141
2023
Q4 		$1.9M Buy
21,222
+314
+2% +$26.1K 0.06% 142
2023
Q3 		$1.68M Sell
20,908
-377
-2% -$32.2K 0.06% 143
2023
Q2 		$1.89M Sell
21,285
-123
-0.6% -$10.4K 0.07% 145
2023
Q1 		$1.81M Sell
21,408
-898
-4% -$74.3K 0.07% 146
2022
Q4 		$1.75M Buy
22,306
+1,678
+8% +$124K 0.07% 143
2022
Q3 		$1.32M Buy
20,628
+15,352
+291% +$1.12M 0.06% 152
2022
Q2 		$373K Buy
5,276
+148
+3% +$10.9K 0.02% 230
2022
Q1 		$395K Buy
5,128
+166
+3% +$13.3K 0.02% 226
2021
Q4 		$432K Sell
4,962
-67
-1% -$5.61K 0.02% 201
2021
Q3 		$414K Sell
5,029
-100
-2% -$8.79K 0.02% 200
2021
Q2 		$419K Sell
5,129
-85
-2% -$6.54K 0.02% 192
2021
Q1 		$357K Sell
5,214
-524
-9% -$34.3K 0.02% 194
2020
Q4 		$388K Sell
5,738
-1,256
-18% -$81.5K 0.02% 187
2020
Q3 		$437K Sell
6,994
-1,250
-15% -$76.5K 0.02% 173
2020
Q2 		$469K Buy
+8,244
New +$427K 0.03% 166

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 $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Boston Financial Management's OTIS Position: Q4 2024 in Review

Boston Financial Management increased its Otis Worldwide (OTIS) stake by 0.74% in Q4 2024, buying an estimated $17.5K and bringing the position to 23,727 shares worth $2.2M. The position accounts for 0.07% of the portfolio, ranked #141.

Boston Financial Management first reported a position in OTIS in Q2 2020 and has held it in 19 quarters since. The position peaked at $2.45M in Q3 2024. 1,231 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

  • Boston Financial Management held 23,727 shares of Otis Worldwide worth $2.2M as of Q4 2024.
  • Boston Financial Management bought 175 Otis Worldwide shares in Q4 2024, an estimated $17.5K.
  • Otis Worldwide made up 0.07% of Boston Financial Management's portfolio in Q4 2024, its #141 holding.
  • Boston Financial Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 19 quarters since.
  • Boston Financial Management's Otis Worldwide position peaked at $2.45M in Q3 2024.
  • 1,231 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.