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Carmichael Hill & Associates’s Otis Worldwide OTIS Stock Holding History

Carmichael Hill & Associates’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
Q3 		$208K Sell
2,002
-253
-11% -$24.1K 0.07% 184
2024
Q2 		$217K Buy
2,255
+448
+25% +$43.2K 0.09% 163
2024
Q1 		$179K Sell
1,807
-50
-3% -$4.62K 0.07% 194
2023
Q4 		$166K Sell
1,857
-74
-4% -$6.15K 0.07% 200
2023
Q3 		$155K Hold
1,931
– – 0.07% 194
2023
Q2 		$172K Hold
1,931
– – 0.08% 183
2023
Q1 		$163K Sell
1,931
-150
-7% -$12.4K 0.08% 184
2022
Q4 		$163K Sell
2,081
-227
-10% -$16.8K 0.08% 183
2022
Q3 		$147K Buy
2,308
+1
+0% +$73 0.08% 184
2022
Q2 		$163K Hold
2,307
– – 0.09% 180
2022
Q1 		$178K Hold
2,307
– – 0.08% 188
2021
Q4 		$201K Sell
2,307
-112
-5% -$9.38K 0.09% 176
2021
Q3 		$199K Hold
2,419
– – 0.1% 168
2021
Q2 		$198K Sell
2,419
-200
-8% -$15.4K 0.1% 169
2021
Q1 		$179K Sell
2,619
-65
-2% -$4.25K 0.1% 166
2020
Q4 		$181K Hold
2,684
– – 0.11% 157
2020
Q3 		$168K Buy
2,684
+62
+2% +$3.79K 0.11% 150
2020
Q2 		$149K Buy
+2,622
New +$136K 0.11% 154

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Carmichael Hill & Associates's OTIS Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its Otis Worldwide (OTIS) stake by 11% in Q3 2024, selling an estimated $24.1K and leaving 2,002 shares worth $208K. The position accounts for 0.07% of the portfolio, ranked #184.

Carmichael Hill & Associates first reported a position in OTIS in Q2 2020 and has held it in 18 quarters since. The position peaked at $217K in Q2 2024. 1,197 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

  • Carmichael Hill & Associates held 2,002 shares of Otis Worldwide worth $208K as of Q3 2024.
  • Carmichael Hill & Associates sold 253 Otis Worldwide shares in Q3 2024, an estimated $24.1K.
  • Otis Worldwide made up 0.07% of Carmichael Hill & Associates's portfolio in Q3 2024, its #184 holding.
  • Carmichael Hill & Associates first reported a position in Otis Worldwide in Q2 2020 and has held it in 18 quarters since.
  • Carmichael Hill & Associates's Otis Worldwide position peaked at $217K in Q2 2024.
  • 1,197 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.