Fernwood Investment Management’s Otis Worldwide OTIS Stock Holding History

Fernwood Investment 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 Q2	–	Sell	-1,185	Closed	-$118K	–	540
2024 Q1	$118K	Buy	+1,185	New	+$110K	0.03%	248
2021 Q4	–	Sell	-2,436	Closed	-$200K	–	215
2021 Q3	$200K	Buy	+2,436	New	+$214K	0.07%	193

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Fernwood Investment Management's OTIS Position: Q2 2024 in Review

Fernwood Investment Management sold out of Otis Worldwide (OTIS) in Q2 2024, closing a stake of 1,185 shares — an estimated $118K sold.

Fernwood Investment Management first reported a position in OTIS in Q3 2021 and held it in 2 quarters. The position peaked at $200K in Q3 2021. 1,188 funds tracked by Wall St. Rank hold OTIS as of Q2 2024.

Fernwood Investment Management reported no remaining Otis Worldwide position as of Q2 2024 after selling out during the quarter.
Fernwood Investment Management sold 1,185 Otis Worldwide shares in Q2 2024, an estimated $118K.
Fernwood Investment Management first reported a position in Otis Worldwide in Q3 2021 and held it in 2 quarters.
Fernwood Investment Management's Otis Worldwide position peaked at $200K in Q3 2021.
1,188 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.