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ClariVest Asset Management’s Otis Worldwide OTIS Stock Holding History

ClariVest 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
Q3 		$576 Hold
6
– – ﹤0.01% 755
2024
Q2 		$576 Hold
6
– – ﹤0.01% 755
2024
Q1 		$599 Hold
6
– – ﹤0.01% 765
2023
Q4 		$538 Hold
6
– – ﹤0.01% 809
2023
Q3 		$0 Buy
+6
New +$513 ﹤0.01% 825
2020
Q3 		– Sell
-59,114
Closed -$3.36M – 822
2020
Q2 		$3.36M Buy
+59,114
New +$3.06M 0.09% 164

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 $3.37T AUM 44.26% 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

ClariVest Asset Management's OTIS Position: Q3 2024 in Review

ClariVest Asset Management held its Otis Worldwide (OTIS) position steady in Q3 2024 at 6 shares worth $576. The position accounts for ﹤0.01% of the portfolio, ranked #755.

ClariVest Asset Management first reported a position in OTIS in Q2 2020 and has held it in 6 quarters since. The position peaked at $3.36M in Q2 2020. 1,198 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

  • ClariVest Asset Management held 6 shares of Otis Worldwide worth $576 as of Q3 2024.
  • ClariVest Asset Management left its Otis Worldwide share count unchanged in Q3 2024.
  • Otis Worldwide made up ﹤0.01% of ClariVest Asset Management's portfolio in Q3 2024, its #755 holding.
  • ClariVest Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 6 quarters since.
  • ClariVest Asset Management's Otis Worldwide position peaked at $3.36M in Q2 2020.
  • 1,198 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on ClariVest Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.