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D.L. Carlson Investment Group’s Otis Worldwide OTIS Stock Holding History

D.L. Carlson Investment 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
Q3 		– Sell
-31,001
Closed -$2.98M – 158
2024
Q2 		$2.98M Sell
31,001
-375
-1% -$36.1K 0.58% 58
2024
Q1 		$3.11M Buy
+31,376
New +$2.9M 0.61% 57

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

D.L. Carlson Investment Group's OTIS Position: Q3 2024 in Review

D.L. Carlson Investment Group sold out of Otis Worldwide (OTIS) in Q3 2024, closing a stake of 31,001 shares — an estimated $2.98M sold.

D.L. Carlson Investment Group first reported a position in OTIS in Q1 2024 and held it in 2 quarters. The position peaked at $3.11M in Q1 2024. 1,198 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

  • D.L. Carlson Investment Group reported no remaining Otis Worldwide position as of Q3 2024 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 31,001 Otis Worldwide shares in Q3 2024, an estimated $2.98M.
  • D.L. Carlson Investment Group first reported a position in Otis Worldwide in Q1 2024 and held it in 2 quarters.
  • D.L. Carlson Investment Group's Otis Worldwide position peaked at $3.11M in Q1 2024.
  • 1,198 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on D.L. Carlson Investment Group's 13F filing for Q3 2024, filed 13 Nov 2024.