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Central Bank & Trust’s Otis Worldwide OTIS Stock Holding History

Central Bank & Trust’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 		– Sell
-58
Closed -$5.58K – 307
2024
Q2 		$5.58K Hold
58
– – ﹤0.01% 332
2024
Q1 		$5.76K Buy
+58
New +$5.36K ﹤0.01% 309
2020
Q4 		– Sell
-30
Closed -$2K – 295
2020
Q3 		$2K Sell
30
-220
-88% -$13.5K ﹤0.01% 297
2020
Q2 		$14K Buy
+250
New +$13K ﹤0.01% 216

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Central Bank & Trust's OTIS Position: Q3 2024 in Review

Central Bank & Trust sold out of Otis Worldwide (OTIS) in Q3 2024, closing a stake of 58 shares — an estimated $5.58K sold.

Central Bank & Trust first reported a position in OTIS in Q2 2020 and held it in 4 quarters. The position peaked at $14K in Q2 2020. 1,199 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

  • Central Bank & Trust reported no remaining Otis Worldwide position as of Q3 2024 after selling out during the quarter.
  • Central Bank & Trust sold 58 Otis Worldwide shares in Q3 2024, an estimated $5.58K.
  • Central Bank & Trust first reported a position in Otis Worldwide in Q2 2020 and held it in 4 quarters.
  • Central Bank & Trust's Otis Worldwide position peaked at $14K in Q2 2020.
  • 1,199 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on Central Bank & Trust's 13F filing for Q3 2024, filed 30 Oct 2024.