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Credential Qtrade Securities’s Otis Worldwide OTIS Stock Holding History

Credential Qtrade 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
2024
Q1 		$4.26M Buy
+42,946
New +$3.97M 0.23% 57

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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

Credential Qtrade Securities's OTIS Position: Q1 2024 in Review

Credential Qtrade Securities opened a new position in Otis Worldwide (OTIS) in Q1 2024: 42,946 shares worth $4.26M. The stake represents 0.23% of the portfolio and ranks #57 among its holdings.

1,200 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

  • Credential Qtrade Securities held 42,946 shares of Otis Worldwide worth $4.26M as of Q1 2024.
  • Otis Worldwide was a new Credential Qtrade Securities position in Q1 2024.
  • Otis Worldwide made up 0.23% of Credential Qtrade Securities's portfolio in Q1 2024, its #57 holding.
  • 1,200 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.