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ClearAlpha Technologies’s Otis Worldwide OTIS Stock Holding History

ClearAlpha Technologies’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 		– Sell
-3,478
Closed -$362K – 198
2024
Q3 		$362K Sell
3,478
-2,509
-42% -$239K 0.1% 100
2024
Q2 		$576K Buy
+5,987
New +$577K 0.19% 94
2024
Q1 		– Sell
-18,431
Closed -$1.65M – 300
2023
Q4 		$1.65M Buy
+18,431
New +$1.53M 0.62% 31

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.37T 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

ClearAlpha Technologies's OTIS Position: Q4 2024 in Review

ClearAlpha Technologies sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 3,478 shares — an estimated $362K sold.

ClearAlpha Technologies first reported a position in OTIS in Q4 2023 and held it in 3 quarters. The position peaked at $1.65M in Q4 2023. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

  • ClearAlpha Technologies reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
  • ClearAlpha Technologies sold 3,478 Otis Worldwide shares in Q4 2024, an estimated $362K.
  • ClearAlpha Technologies first reported a position in Otis Worldwide in Q4 2023 and held it in 3 quarters.
  • ClearAlpha Technologies's Otis Worldwide position peaked at $1.65M in Q4 2023.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on ClearAlpha Technologies's 13F filing for Q4 2024, filed 14 Feb 2025.