Bray Capital Advisors’s Otis Worldwide OTIS Stock Holding History

Bray Capital Advisors’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	$32.4K	Hold	350	–	–	0.01%	193
2024 Q3	$36.4K	Hold	350	–	–	0.01%	191
2024 Q2	$33.7K	Hold	350	–	–	0.01%	189
2024 Q1	$34.7K	Hold	350	–	–	0.01%	194
2023 Q4	$31.3K	Hold	350	–	–	0.01%	198
2023 Q3	$28.1K	Hold	350	–	–	0.01%	200
2023 Q2	$31.2K	Hold	350	–	–	0.01%	199
2023 Q1	$29.5K	Hold	350	–	–	0.01%	206
2022 Q4	$27.4K	Hold	350	–	–	0.01%	206
2022 Q3	$22K	Hold	350	–	–	0.01%	224
2022 Q2	$25K	Sell	350 -112	-24%	-$8.25K	0.01%	217
2022 Q1	$36K	Hold	462	–	–	0.01%	208
2021 Q4	$40K	Sell	462 -50	-10%	-$4.18K	0.01%	205
2021 Q3	$42K	Sell	512 -19	-4%	-$1.67K	0.01%	196
2021 Q2	$43K	Sell	531 -1,270	-71%	-$97.7K	0.01%	195
2021 Q1	$123K	Sell	1,801 -1,239	-41%	-$81K	0.03%	155
2020 Q4	$205K	Sell	3,040 -338	-10%	-$21.9K	0.06%	131
2020 Q3	$211K	Sell	3,378 -2,595	-43%	-$159K	0.07%	123
2020 Q2	$340K	Buy	+5,973	New	+$309K	0.13%	108

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bray Capital Advisors's OTIS Position: Q4 2024 in Review

Bray Capital Advisors held its Otis Worldwide (OTIS) position steady in Q4 2024 at 350 shares worth $32.4K. The position accounts for 0.01% of the portfolio, ranked #193.

Bray Capital Advisors first reported a position in OTIS in Q2 2020 and has held it in 19 quarters since. The position peaked at $340K in Q2 2020. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

Bray Capital Advisors held 350 shares of Otis Worldwide worth $32.4K as of Q4 2024.
Bray Capital Advisors left its Otis Worldwide share count unchanged in Q4 2024.
Otis Worldwide made up 0.01% of Bray Capital Advisors's portfolio in Q4 2024, its #193 holding.
Bray Capital Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 19 quarters since.
Bray Capital Advisors's Otis Worldwide position peaked at $340K in Q2 2020.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.