Financial Counselors Inc’s Otis Worldwide OTIS Stock Holding History

Financial Counselors Inc’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	-2,131	Closed	-$212K	–	577
2024 Q1	$212K	Buy	+2,131	New	+$197K	﹤0.01%	550
2021 Q4	–	Sell	-4,039	Closed	-$332K	–	536
2021 Q3	$332K	Buy	4,039 +981	+32%	+$86.3K	0.01%	429
2021 Q2	$250K	Sell	3,058 -292	-9%	-$22.5K	0.01%	484
2021 Q1	$229K	Sell	3,350 -543	-14%	-$35.5K	0.01%	494
2020 Q4	$263K	Sell	3,893 -1,816	-32%	-$118K	0.01%	457
2020 Q3	$356K	Sell	5,709 -526	-8%	-$32.2K	0.01%	379
2020 Q2	$355K	Buy	+6,235	New	+$323K	0.01%	393

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

Financial Counselors Inc's OTIS Position: Q2 2024 in Review

Financial Counselors Inc sold out of Otis Worldwide (OTIS) in Q2 2024, closing a stake of 2,131 shares — an estimated $212K sold.

Financial Counselors Inc first reported a position in OTIS in Q2 2020 and held it in 7 quarters. The position peaked at $356K in Q3 2020. 1,188 funds tracked by Wall St. Rank hold OTIS as of Q2 2024.

Financial Counselors Inc reported no remaining Otis Worldwide position as of Q2 2024 after selling out during the quarter.
Financial Counselors Inc sold 2,131 Otis Worldwide shares in Q2 2024, an estimated $212K.
Financial Counselors Inc first reported a position in Otis Worldwide in Q2 2020 and held it in 7 quarters.
Financial Counselors Inc's Otis Worldwide position peaked at $356K in Q3 2020.
1,188 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2024.

Based on Financial Counselors Inc's 13F filing for Q2 2024, filed 1 Aug 2024.