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Center For Asset Management’s Otis Worldwide OTIS Stock Holding History

Center For Asset 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
Q1 		– Sell
-2,334
Closed -$209K – 104
2023
Q4 		$209K Buy
+2,334
New +$194K 0.19% 98
2023
Q3 		– Sell
-2,334
Closed -$208K – 104
2023
Q2 		$208K Buy
+2,334
New +$197K 0.2% 96
2022
Q2 		– Sell
-2,754
Closed -$212K – 138
2022
Q1 		$212K Buy
+2,754
New +$220K 0.16% 119

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Center For Asset Management's OTIS Position: Q1 2024 in Review

Center For Asset Management sold out of Otis Worldwide (OTIS) in Q1 2024, closing a stake of 2,334 shares — an estimated $209K sold.

Center For Asset Management first reported a position in OTIS in Q1 2022 and held it in 3 quarters. The position peaked at $212K in Q1 2022. 1,202 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

  • Center For Asset Management reported no remaining Otis Worldwide position as of Q1 2024 after selling out during the quarter.
  • Center For Asset Management sold 2,334 Otis Worldwide shares in Q1 2024, an estimated $209K.
  • Center For Asset Management first reported a position in Otis Worldwide in Q1 2022 and held it in 3 quarters.
  • Center For Asset Management's Otis Worldwide position peaked at $212K in Q1 2022.
  • 1,202 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Center For Asset Management's 13F filing for Q1 2024, filed 25 Apr 2024.