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Fairfield, Bush & Co’s Otis Worldwide OTIS Stock Holding History

Fairfield, Bush & Co’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 		– Sell
-171
Closed -$15.3K – 365
2023
Q4 		$15.3K Buy
+171
New +$14.2K 0.01% 269
2023
Q3 		– Sell
-863
Closed -$76.8K – 379
2023
Q2 		$76.8K Buy
+863
New +$72.7K 0.02% 196
2022
Q3 		– Sell
-271
Closed -$19K – 352
2022
Q2 		$19K Buy
+271
New +$20K 0.01% 262

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1T AUM

Fairfield, Bush & Co's OTIS Position: Q1 2024 in Review

Fairfield, Bush & Co sold out of Otis Worldwide (OTIS) in Q1 2024, closing a stake of 171 shares — an estimated $15.3K sold.

Fairfield, Bush & Co first reported a position in OTIS in Q2 2022 and held it in 3 quarters. The position peaked at $76.8K in Q2 2023. 1,201 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

  • Fairfield, Bush & Co reported no remaining Otis Worldwide position as of Q1 2024 after selling out during the quarter.
  • Fairfield, Bush & Co sold 171 Otis Worldwide shares in Q1 2024, an estimated $15.3K.
  • Fairfield, Bush & Co first reported a position in Otis Worldwide in Q2 2022 and held it in 3 quarters.
  • Fairfield, Bush & Co's Otis Worldwide position peaked at $76.8K in Q2 2023.
  • 1,201 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Fairfield, Bush & Co's 13F filing for Q1 2024, filed 15 May 2024.