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Concentric Capital Strategies’s Otis Worldwide OTIS Stock Holding History

Concentric Capital Strategies’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
-43,498
Closed -$4.52M – 340
2024
Q3 		$4.52M Buy
+43,498
New +$4.14M 0.19% 132

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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Concentric Capital Strategies's OTIS Position: Q4 2024 in Review

Concentric Capital Strategies sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 43,498 shares — an estimated $4.52M sold.

Concentric Capital Strategies first reported a position in OTIS in Q3 2024 and held it in 1 quarter. The position peaked at $4.52M in Q3 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

  • Concentric Capital Strategies reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
  • Concentric Capital Strategies sold 43,498 Otis Worldwide shares in Q4 2024, an estimated $4.52M.
  • Concentric Capital Strategies first reported a position in Otis Worldwide in Q3 2024 and held it in 1 quarter.
  • Concentric Capital Strategies's Otis Worldwide position peaked at $4.52M in Q3 2024.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Concentric Capital Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.