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Dixon Mitchell Investment Counsel’s Otis Worldwide OTIS Stock Holding History

Dixon Mitchell Investment Counsel’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
Q2 		– Sell
-50
Closed -$4.96K – 198
2024
Q1 		$4.96K Buy
+50
New +$4.62K ﹤0.01% 160

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 $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1T AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Dixon Mitchell Investment Counsel's OTIS Position: Q2 2024 in Review

Dixon Mitchell Investment Counsel sold out of Otis Worldwide (OTIS) in Q2 2024, closing a stake of 50 shares — an estimated $4.96K sold.

Dixon Mitchell Investment Counsel first reported a position in OTIS in Q1 2024 and held it in 1 quarter. The position peaked at $4.96K in Q1 2024. 1,191 funds tracked by Wall St. Rank hold OTIS as of Q2 2024.

  • Dixon Mitchell Investment Counsel reported no remaining Otis Worldwide position as of Q2 2024 after selling out during the quarter.
  • Dixon Mitchell Investment Counsel sold 50 Otis Worldwide shares in Q2 2024, an estimated $4.96K.
  • Dixon Mitchell Investment Counsel first reported a position in Otis Worldwide in Q1 2024 and held it in 1 quarter.
  • Dixon Mitchell Investment Counsel's Otis Worldwide position peaked at $4.96K in Q1 2024.
  • 1,191 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2024.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q2 2024, filed 12 Jul 2024.