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Cullen Capital Management’s Otis Worldwide OTIS Stock Holding History

Cullen Capital Management’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 		– Sell
-2,646
Closed -$237K – 213
2023
Q4 		$237K Hold
2,646
– – ﹤0.01% 201
2023
Q3 		$213K Hold
2,646
– – ﹤0.01% 197
2023
Q2 		$236K Hold
2,646
– – ﹤0.01% 268
2023
Q1 		$223K Hold
2,646
– – ﹤0.01% 254
2022
Q4 		$207K Buy
+2,646
New +$195K ﹤0.01% 193
2022
Q2 		– Sell
-2,646
Closed -$204K – 288
2022
Q1 		$204K Hold
2,646
– – ﹤0.01% 257
2021
Q4 		$230K Sell
2,646
-964
-27% -$80.7K ﹤0.01% 261
2021
Q3 		$297K Sell
3,610
-55
-2% -$4.84K ﹤0.01% 230
2021
Q2 		$300K Hold
3,665
– – ﹤0.01% 239
2021
Q1 		$251K Buy
+3,665
New +$240K ﹤0.01% 240

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 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

Cullen Capital Management's OTIS Position: Q1 2024 in Review

Cullen Capital Management sold out of Otis Worldwide (OTIS) in Q1 2024, closing a stake of 2,646 shares — an estimated $237K sold.

Cullen Capital Management first reported a position in OTIS in Q1 2021 and held it in 10 quarters. The position peaked at $300K in Q2 2021. 1,201 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

  • Cullen Capital Management reported no remaining Otis Worldwide position as of Q1 2024 after selling out during the quarter.
  • Cullen Capital Management sold 2,646 Otis Worldwide shares in Q1 2024, an estimated $237K.
  • Cullen Capital Management first reported a position in Otis Worldwide in Q1 2021 and held it in 10 quarters.
  • Cullen Capital Management's Otis Worldwide position peaked at $300K in Q2 2021.
  • 1,201 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Cullen Capital Management's 13F filing for Q1 2024, filed 15 May 2024.