Cambridge Trust’s Otis Worldwide OTIS Stock Holding History

Cambridge Trust’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 Q1	$488K	Sell	4,912 -475	-9%	-$43.9K	0.02%	192
2023 Q4	$482K	Buy	5,387 +396	+8%	+$32.9K	0.02%	193
2023 Q3	$401K	Sell	4,991 -36	-0.7%	-$3.08K	0.02%	207
2023 Q2	$447K	Sell	5,027 -64	-1%	-$5.39K	0.02%	198
2023 Q1	$430K	Sell	5,091 -42	-0.8%	-$3.48K	0.02%	202
2022 Q4	$402K	Sell	5,133 -198	-4%	-$14.6K	0.02%	220
2022 Q3	$341K	Buy	5,331 +118	+2%	+$8.63K	0.02%	229
2022 Q2	$369K	Sell	5,213 -789	-13%	-$58.1K	0.02%	230
2022 Q1	$462K	Sell	6,002 -594	-9%	-$47.5K	0.02%	226
2021 Q4	$575K	Buy	+6,596	New	+$552K	0.02%	212
2021 Q1	–	Sell	-3,082	Closed	-$208K	–	272
2020 Q4	$208K	Sell	3,082 -456	-13%	-$29.6K	0.01%	223
2020 Q3	$221K	Buy	+3,538	New	+$216K	0.01%	221

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Cambridge Trust's OTIS Position: Q1 2024 in Review

Cambridge Trust reduced its Otis Worldwide (OTIS) stake by 8.8% in Q1 2024, selling an estimated $43.9K and leaving 4,912 shares worth $488K. The position accounts for 0.02% of the portfolio, ranked #192.

Cambridge Trust first reported a position in OTIS in Q3 2020 and has held it in 12 quarters since. The position peaked at $575K in Q4 2021. 1,201 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

Cambridge Trust held 4,912 shares of Otis Worldwide worth $488K as of Q1 2024.
Cambridge Trust sold 475 Otis Worldwide shares in Q1 2024, an estimated $43.9K.
Otis Worldwide made up 0.02% of Cambridge Trust's portfolio in Q1 2024, its #192 holding.
Cambridge Trust first reported a position in Otis Worldwide in Q3 2020 and has held it in 12 quarters since.
Cambridge Trust's Otis Worldwide position peaked at $575K in Q4 2021.
1,201 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.