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
2023 Q1	–	Sell	-46,900	Closed	-$26K	–	4460
2022 Q4	$26K	Buy	46,900 +22,700	+94%	+$1.68M	﹤0.01%	2036
2022 Q3	$6K	Sell	24,200 -23,400	-49%	-$1.71M	﹤0.01%	3535
2022 Q2	$29K	Buy	47,600 +46,500	+4,227%	+$3.42M	﹤0.01%	2374
2022 Q1	$1K	Sell	1,100 -32,500	-97%	-$2.6M	﹤0.01%	5038
2021 Q4	$24K	Buy	33,600 +28,600	+572%	+$2.39M	﹤0.01%	2987
2021 Q3	$6K	Buy	5,000 +3,700	+285%	+$325K	﹤0.01%	4347
2021 Q2	$17K	Buy	1,300 +500	+63%	+$38.5K	﹤0.01%	3451
2021 Q1	$1K	Buy	+800	New	+$52.3K	﹤0.01%	5309
2020 Q4	–	Sell	-1,800	Closed	-$1K	–	5318
2020 Q3	$1K	Sell	1,800 -17,300	-91%	-$1.06M	﹤0.01%	4412
2020 Q2	$48K	Buy	+19,100	New	+$990K	﹤0.01%	1782

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