Capital Planning Advisors’s Otis Worldwide OTIS Stock Holding History

Capital Planning 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	–	Sell	-1,931	Closed	-$201K	–	146
2024 Q3	$201K	Sell	1,931 -312	-14%	-$29.7K	0.03%	138
2024 Q2	$216K	Sell	2,243 -85	-4%	-$8.19K	0.04%	132
2024 Q1	$231K	Buy	2,328 +12	+0.5%	+$1.11K	0.04%	135
2023 Q4	$207K	Buy	+2,316	New	+$193K	0.04%	133
2023 Q3	–	Sell	-2,383	Closed	-$212K	–	126
2023 Q2	$212K	Hold	2,383	–	–	0.04%	126
2023 Q1	$201K	Buy	+2,383	New	+$197K	0.04%	122
2022 Q2	–	Sell	-2,969	Closed	-$228K	–	159
2022 Q1	$228K	Sell	2,969 -75	-2%	-$5.99K	0.05%	153
2021 Q4	$265K	Buy	3,044 +75	+3%	+$6.28K	0.05%	140
2021 Q3	$244K	Hold	2,969	–	–	0.05%	134
2021 Q2	$243K	Buy	+2,969	New	+$229K	0.05%	137

Other funds holding OTIS

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

Capital Planning Advisors sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 1,931 shares — an estimated $201K sold.

Capital Planning Advisors first reported a position in OTIS in Q2 2021 and held it in 10 quarters. The position peaked at $265K in Q4 2021. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

Capital Planning Advisors reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
Capital Planning Advisors sold 1,931 Otis Worldwide shares in Q4 2024, an estimated $201K.
Capital Planning Advisors first reported a position in Otis Worldwide in Q2 2021 and held it in 10 quarters.
Capital Planning Advisors's Otis Worldwide position peaked at $265K in Q4 2021.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Capital Planning Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.