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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
2023
Q1 		– Sell
-17,000
Closed -$2K – 4461
2022
Q4 		$2K Sell
17,000
-4,000
-19% -$295K ﹤0.01% 3735
2022
Q3 		$104K Sell
21,000
-38,900
-65% -$2.85M 0.01% 1366
2022
Q2 		$79K Buy
59,900
+58,800
+5,345% +$4.33M 0.01% 1599
2022
Q1 		$5K Sell
1,100
-5,800
-84% -$464K ﹤0.01% 4151
2021
Q4 		$2K Buy
6,900
+3,500
+103% +$293K ﹤0.01% 4793
2021
Q3 		$3K Buy
+3,400
New +$299K ﹤0.01% 4838
2020
Q3 		– Sell
-3,100
Closed -$10K – 5099
2020
Q2 		$10K Buy
+3,100
New +$161K ﹤0.01% 2879

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Norges Bank Oslo, Norway $935B 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. 1,200 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.
  • 1,200 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.