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Cutler Group’s Otis Worldwide OTIS Stock Holding History

Cutler Group’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
-400
Closed -$35K – 3211
2023
Q4 		$35K Buy
+400
New +$33.3K ﹤0.01% 1658
2022
Q4 		– Sell
-253
Closed -$18.7K – 4978
2022
Q3 		$16K Sell
253
-309
-55% -$22.6K ﹤0.01% 2769
2022
Q2 		$39K Buy
562
+31
+6% +$2.28K ﹤0.01% 2133
2022
Q1 		$40K Buy
+531
New +$42.4K ﹤0.01% 2439
2021
Q4 		– Sell
-1,708
Closed -$143K – 5860
2021
Q3 		$140K Buy
+1,708
New +$150K 0.01% 1633
2021
Q2 		– Sell
-124
Closed -$9.54K – 6163
2021
Q1 		$8K Buy
+124
New +$8.11K ﹤0.01% 4006
2020
Q4 		– Sell
-24
Closed -$1.56K – 5319
2020
Q3 		$1K Sell
24
-1,830
-99% -$112K ﹤0.01% 4413
2020
Q2 		$105K Buy
+1,854
New +$96.1K 0.01% 1270

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

Cutler Group's OTIS Position: Q1 2024 in Review

Cutler Group sold out of Otis Worldwide (OTIS) in Q1 2024, closing a stake of 400 shares — an estimated $35K sold.

Cutler Group first reported a position in OTIS in Q2 2020 and held it in 8 quarters. The position peaked at $140K in Q3 2021. 1,201 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

  • Cutler Group reported no remaining Otis Worldwide position as of Q1 2024 after selling out during the quarter.
  • Cutler Group sold 400 Otis Worldwide shares in Q1 2024, an estimated $35K.
  • Cutler Group first reported a position in Otis Worldwide in Q2 2020 and held it in 8 quarters.
  • Cutler Group's Otis Worldwide position peaked at $140K in Q3 2021.
  • 1,201 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.