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Criterion Capital Advisors’s Otis Worldwide OTIS Stock Holding History

Criterion Capital Advisors’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 		$30.2K Hold
314
– – 0.02% 177
2024
Q3 		$30.2K Sell
314
-12
-4% -$1.14K 0.02% 177
2024
Q2 		$31.4K Buy
326
+12
+4% +$1.16K 0.02% 175
2024
Q1 		$31.1K Sell
314
-236
-43% -$21.8K 0.02% 176
2023
Q4 		$49.2K Buy
+550
New +$45.7K 0.04% 140

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

Criterion Capital Advisors's OTIS Position: Q4 2024 in Review

Criterion Capital Advisors held its Otis Worldwide (OTIS) position steady in Q4 2024 at 314 shares worth $30.2K. The position accounts for 0.02% of the portfolio, ranked #177.

Criterion Capital Advisors first reported a position in OTIS in Q4 2023 and has held it in 5 quarters since. The position peaked at $49.2K in Q4 2023. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

  • Criterion Capital Advisors held 314 shares of Otis Worldwide worth $30.2K as of Q4 2024.
  • Criterion Capital Advisors left its Otis Worldwide share count unchanged in Q4 2024.
  • Otis Worldwide made up 0.02% of Criterion Capital Advisors's portfolio in Q4 2024, its #177 holding.
  • Criterion Capital Advisors first reported a position in Otis Worldwide in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Otis Worldwide position peaked at $49.2K in Q4 2023.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.