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Focus Financial Network’s Otis Worldwide OTIS Stock Holding History

Focus Financial Network’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
-3,483
Closed -$312K – 718
2023
Q4 		$312K Buy
+3,483
New +$290K 0.01% 561
2023
Q3 		– Sell
-2,717
Closed -$242K – 609
2023
Q2 		$242K Buy
+2,717
New +$229K 0.01% 519
2022
Q1 		– Sell
-4,003
Closed -$349K – 589
2021
Q4 		$349K Buy
4,003
+229
+6% +$19.2K 0.05% 270
2021
Q3 		$311K Buy
3,774
+923
+32% +$81.2K 0.04% 333
2021
Q2 		$233K Buy
+2,851
New +$219K 0.03% 374

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 $3.38T AUM 44.17% 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

Focus Financial Network's OTIS Position: Q1 2024 in Review

Focus Financial Network sold out of Otis Worldwide (OTIS) in Q1 2024, closing a stake of 3,483 shares — an estimated $312K sold.

Focus Financial Network first reported a position in OTIS in Q2 2021 and held it in 5 quarters. The position peaked at $349K in Q4 2021. 1,202 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

  • Focus Financial Network reported no remaining Otis Worldwide position as of Q1 2024 after selling out during the quarter.
  • Focus Financial Network sold 3,483 Otis Worldwide shares in Q1 2024, an estimated $312K.
  • Focus Financial Network first reported a position in Otis Worldwide in Q2 2021 and held it in 5 quarters.
  • Focus Financial Network's Otis Worldwide position peaked at $349K in Q4 2021.
  • 1,202 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Focus Financial Network's 13F filing for Q1 2024, filed 24 Apr 2024.