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Concourse Financial Group Securities’s Otis Worldwide OTIS Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-1,452
Closed -$139K – 1446
2024
Q4 		$139K Sell
1,452
-222
-13% -$22.3K 0.01% 849
2024
Q3 		$174K Sell
1,674
-56
-3% -$5.33K 0.01% 763
2024
Q2 		$167K Buy
1,730
+31
+2% +$2.99K 0.01% 747
2024
Q1 		$169K Sell
1,699
-82
-5% -$7.58K 0.01% 730
2023
Q4 		$159K Buy
1,781
+7
+0.4% +$582 0.01% 736
2023
Q3 		$142K Sell
1,774
-8
-0.4% -$684 0.01% 729
2023
Q2 		$159K Buy
1,782
+103
+6% +$8.68K 0.01% 716
2023
Q1 		$142K Buy
1,679
+42
+3% +$3.48K 0.01% 756
2022
Q4 		$128K Buy
1,637
+55
+3% +$4.06K 0.01% 760
2022
Q3 		$101K Buy
1,582
+83
+6% +$6.07K 0.01% 720
2022
Q2 		$106K Buy
1,499
+27
+2% +$1.99K 0.01% 788
2022
Q1 		$113K Sell
1,472
-13,389
-90% -$1.07M 0.01% 816
2021
Q4 		$1.29M Sell
14,861
-520
-3% -$43.5K 0.07% 268
2021
Q3 		$1.27M Buy
15,381
+2,092
+16% +$184K 0.08% 255
2021
Q2 		$1.09M Sell
13,289
-90
-0.7% -$6.93K 0.07% 278
2021
Q1 		$916K Sell
13,379
-383
-3% -$25K 0.06% 289
2020
Q4 		$930K Buy
13,762
+77
+0.6% +$5K 0.07% 252
2020
Q3 		$854K Sell
13,685
-1,260
-8% -$77.1K 0.07% 222
2020
Q2 		$850K Buy
+14,945
New +$774K 0.08% 195

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

Concourse Financial Group Securities's OTIS Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 1,452 shares — an estimated $139K sold.

Concourse Financial Group Securities first reported a position in OTIS in Q2 2020 and held it in 19 quarters. The position peaked at $1.29M in Q4 2021. 1,244 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,452 Otis Worldwide shares in Q1 2025, an estimated $139K.
  • Concourse Financial Group Securities first reported a position in Otis Worldwide in Q2 2020 and held it in 19 quarters.
  • Concourse Financial Group Securities's Otis Worldwide position peaked at $1.29M in Q4 2021.
  • 1,244 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.