FJ Investments’s Otis Worldwide OTIS Stock Holding History

FJ Investments’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	-10,746	Closed	-$961K	–	296
2023 Q4	$961K	Buy	+10,746	New	+$894K	0.05%	219

Other funds holding OTIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

FJ Investments's OTIS Position: Q1 2024 in Review

FJ Investments sold out of Otis Worldwide (OTIS) in Q1 2024, closing a stake of 10,746 shares — an estimated $961K sold.

FJ Investments first reported a position in OTIS in Q4 2023 and held it in 1 quarter. The position peaked at $961K in Q4 2023. 1,202 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

FJ Investments reported no remaining Otis Worldwide position as of Q1 2024 after selling out during the quarter.
FJ Investments sold 10,746 Otis Worldwide shares in Q1 2024, an estimated $961K.
FJ Investments first reported a position in Otis Worldwide in Q4 2023 and held it in 1 quarter.
FJ Investments's Otis Worldwide position peaked at $961K in Q4 2023.
1,202 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on FJ Investments's 13F filing for Q1 2024, filed 15 May 2024.