Cassady Schiller Wealth Management’s Otis Worldwide OTIS Stock Holding History

Cassady Schiller Wealth Management’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	$68.2K	Buy	736 +37	+5%	+$3.71K	0.03%	182
2024 Q3	$72.7K	Sell	699 -33	-5%	-$3.14K	0.03%	175
2024 Q2	$70.5K	Hold	732	–	–	0.03%	173
2024 Q1	$72.7K	Hold	732	–	–	0.03%	180
2023 Q4	$65.5K	Sell	732 -150	-17%	-$12.5K	0.03%	182
2023 Q3	$70.9K	Hold	882	–	–	0.04%	169
2023 Q2	$78.5K	Buy	882 +33	+4%	+$2.78K	0.04%	160
2023 Q1	$71.7K	Hold	849	–	–	0.03%	169
2022 Q4	$66.5K	Buy	+849	New	+$62.7K	0.04%	173
2022 Q1	–	Sell	-862	Closed	-$75K	–	449
2021 Q4	$75K	Buy	+862	New	+$72.2K	0.05%	166

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

Cassady Schiller Wealth Management's OTIS Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Otis Worldwide (OTIS) stake by 5.3% in Q4 2024, buying an estimated $3.71K and bringing the position to 736 shares worth $68.2K. The position accounts for 0.03% of the portfolio, ranked #182.

Cassady Schiller Wealth Management first reported a position in OTIS in Q4 2021 and has held it in 10 quarters since. The position peaked at $78.5K in Q2 2023. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

Cassady Schiller Wealth Management held 736 shares of Otis Worldwide worth $68.2K as of Q4 2024.
Cassady Schiller Wealth Management bought 37 Otis Worldwide shares in Q4 2024, an estimated $3.71K.
Otis Worldwide made up 0.03% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #182 holding.
Cassady Schiller Wealth Management first reported a position in Otis Worldwide in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Otis Worldwide position peaked at $78.5K in Q2 2023.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.