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Fort LP’s Otis Worldwide OTIS Stock Holding History

Fort LP’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
Q3 		$269K Sell
2,589
-121
-4% -$11.5K 0.68% 64
2024
Q2 		$261K Buy
2,710
+44
+2% +$4.24K 0.67% 74
2024
Q1 		$265K Sell
2,666
-254
-9% -$23.5K 0.66% 66
2023
Q4 		$261K Sell
2,920
-220
-7% -$18.3K 0.65% 80
2023
Q3 		$252K Sell
3,140
-171
-5% -$14.6K 0.7% 71
2023
Q2 		$295K Sell
3,311
-476
-13% -$40.1K 0.78% 42
2023
Q1 		$320K Sell
3,787
-1,644
-30% -$136K 0.83% 29
2022
Q4 		$425K Sell
5,431
-1,486
-21% -$110K 0.64% 55
2022
Q3 		$441K Sell
6,917
-4,160
-38% -$304K 0.55% 84
2022
Q2 		$783K Sell
11,077
-6,270
-36% -$462K 0.53% 70
2022
Q1 		$1.33M Buy
17,347
+1,655
+11% +$132K 0.5% 83
2021
Q4 		$1.37M Buy
15,692
+5,602
+56% +$469K 0.44% 113
2021
Q3 		$830K Buy
10,090
+3,142
+45% +$276K 0.28% 172
2021
Q2 		$568K Buy
+6,948
New +$535K 0.16% 220

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Fort LP's OTIS Position: Q3 2024 in Review

Fort LP reduced its Otis Worldwide (OTIS) stake by 4.5% in Q3 2024, selling an estimated $11.5K and leaving 2,589 shares worth $269K. The position accounts for 0.68% of the portfolio, ranked #64.

Fort LP first reported a position in OTIS in Q2 2021 and has held it in 14 quarters since. The position peaked at $1.37M in Q4 2021. 1,198 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

  • Fort LP held 2,589 shares of Otis Worldwide worth $269K as of Q3 2024.
  • Fort LP sold 121 Otis Worldwide shares in Q3 2024, an estimated $11.5K.
  • Otis Worldwide made up 0.68% of Fort LP's portfolio in Q3 2024, its #64 holding.
  • Fort LP first reported a position in Otis Worldwide in Q2 2021 and has held it in 14 quarters since.
  • Fort LP's Otis Worldwide position peaked at $1.37M in Q4 2021.
  • 1,198 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on Fort LP's 13F filing for Q3 2024, filed 29 Oct 2024.