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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Oslo, Norway $935B AUM