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Chartwell Investment Partners’s Otis Worldwide OTIS Stock Holding History

Chartwell Investment Partners’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 		$7.34M Buy
70,576
+4,417
+7% +$421K 0.25% 136
2024
Q2 		$6.37M Buy
66,159
+3,816
+6% +$368K 0.22% 151
2024
Q1 		$6.19M Buy
62,343
+2,360
+4% +$218K 0.21% 157
2023
Q4 		$5.37M Buy
59,983
+9,756
+19% +$811K 0.19% 188
2023
Q3 		$4.03M Buy
50,227
+1,238
+3% +$106K 0.16% 208
2023
Q2 		$4.36M Buy
48,989
+4,859
+11% +$409K 0.16% 213
2023
Q1 		$3.73M Buy
44,130
+4,740
+12% +$392K 0.14% 221
2022
Q4 		$3.08M Buy
39,390
+3,012
+8% +$222K 0.12% 230
2022
Q3 		$2.32M Buy
36,378
+2,230
+7% +$163K 0.1% 249
2022
Q2 		$2.41M Buy
34,148
+2,582
+8% +$190K 0.1% 256
2022
Q1 		$2.43M Sell
31,566
-6,475
-17% -$517K 0.08% 272
2021
Q4 		$3.31M Buy
38,041
+3,020
+9% +$253K 0.1% 254
2021
Q3 		$2.88M Buy
35,021
+7,878
+29% +$693K 0.09% 255
2021
Q2 		$2.22M Sell
27,143
-6,129
-18% -$472K 0.07% 283
2021
Q1 		$2.28M Buy
33,272
+5,405
+19% +$353K 0.07% 265
2020
Q4 		$1.88M Buy
27,867
+5,168
+23% +$335K 0.06% 289
2020
Q3 		$1.42M Buy
+22,699
New +$1.39M 0.05% 317

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

Chartwell Investment Partners's OTIS Position: Q3 2024 in Review

Chartwell Investment Partners increased its Otis Worldwide (OTIS) stake by 6.7% in Q3 2024, buying an estimated $421K and bringing the position to 70,576 shares worth $7.34M. The position accounts for 0.25% of the portfolio, ranked #136.

Chartwell Investment Partners first reported a position in OTIS in Q3 2020 and has held it in 17 quarters since. 1,197 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

  • Chartwell Investment Partners held 70,576 shares of Otis Worldwide worth $7.34M as of Q3 2024.
  • Chartwell Investment Partners bought 4,417 Otis Worldwide shares in Q3 2024, an estimated $421K.
  • Otis Worldwide made up 0.25% of Chartwell Investment Partners's portfolio in Q3 2024, its #136 holding.
  • Chartwell Investment Partners first reported a position in Otis Worldwide in Q3 2020 and has held it in 17 quarters since.
  • 1,197 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.