Canal Insurance Company’s Otis Worldwide OTIS Stock Holding History

Canal Insurance 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 Q4	–	Sell	-10,000	Closed	-$1.04M	–	100
2024 Q3	$1.04M	Hold	10,000	–	–	0.24%	63
2024 Q2	$963K	Hold	10,000	–	–	0.25%	59
2024 Q1	$993K	Hold	10,000	–	–	0.25%	57
2023 Q4	$895K	Hold	10,000	–	–	0.25%	59
2023 Q3	$803K	Hold	10,000	–	–	0.23%	59
2023 Q2	$891K	Hold	10,000	–	–	0.25%	58
2023 Q1	$843K	Hold	10,000	–	–	0.23%	63
2022 Q4	$783K	Hold	10,000	–	–	0.21%	63
2022 Q3	$638K	Hold	10,000	–	–	0.19%	67
2022 Q2	$707K	Hold	10,000	–	–	0.21%	63
2022 Q1	$770K	Hold	10,000	–	–	0.21%	58
2021 Q4	$870K	Hold	10,000	–	–	0.25%	57
2021 Q3	$823K	Hold	10,000	–	–	0.28%	53
2021 Q2	$823K	Hold	10,000	–	–	0.29%	52
2021 Q1	$685K	Hold	10,000	–	–	0.26%	45
2020 Q4	$676K	Hold	10,000	–	–	0.28%	48
2020 Q3	$625K	Hold	10,000	–	–	0.25%	48
2020 Q2	$569K	Buy	+10,000	New	+$518K	0.22%	50

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 $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Canal Insurance Company's OTIS Position: Q4 2024 in Review

Canal Insurance Company sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 10,000 shares — an estimated $1.04M sold.

Canal Insurance Company first reported a position in OTIS in Q2 2020 and held it in 18 quarters. The position peaked at $1.04M in Q3 2024. 1,231 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

Canal Insurance Company reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
Canal Insurance Company sold 10,000 Otis Worldwide shares in Q4 2024, an estimated $1.04M.
Canal Insurance Company first reported a position in Otis Worldwide in Q2 2020 and held it in 18 quarters.
Canal Insurance Company's Otis Worldwide position peaked at $1.04M in Q3 2024.
1,231 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Canal Insurance Company's 13F filing for Q4 2024, filed 22 Jan 2025.