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Degroof Petercam Asset Management’s Otis Worldwide OTIS Stock Holding History

Degroof Petercam Asset Management’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 		$19.7M Sell
198,753
-11,800
-6% -$1.09M 0.24% 78
2023
Q4 		$18.8M Buy
+210,553
New +$17.5M 0.25% 84

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 $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
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 $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 $935B AUM

Degroof Petercam Asset Management's OTIS Position: Q1 2024 in Review

Degroof Petercam Asset Management reduced its Otis Worldwide (OTIS) stake by 5.6% in Q1 2024, selling an estimated $1.09M and leaving 198,753 shares worth $19.7M. The position accounts for 0.24% of the portfolio, ranked #78.

Degroof Petercam Asset Management first reported a position in OTIS in Q4 2023 and has held it in 2 quarters since. 1,201 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

  • Degroof Petercam Asset Management held 198,753 shares of Otis Worldwide worth $19.7M as of Q1 2024.
  • Degroof Petercam Asset Management sold 11,800 Otis Worldwide shares in Q1 2024, an estimated $1.09M.
  • Otis Worldwide made up 0.24% of Degroof Petercam Asset Management's portfolio in Q1 2024, its #78 holding.
  • Degroof Petercam Asset Management first reported a position in Otis Worldwide in Q4 2023 and has held it in 2 quarters since.
  • 1,201 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Degroof Petercam Asset Management's 13F filing for Q1 2024, filed 13 May 2024.