Fukoku Mutual Life Insurance’s Otis Worldwide OTIS Stock Holding History

Fukoku Mutual Life Insurance’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	-3,191	Closed	-$285K	–	284
2023 Q4	$285K	Hold	3,191	–	–	0.02%	213
2023 Q3	$256K	Hold	3,191	–	–	0.02%	228
2023 Q2	$284K	Sell	3,191 -373	-10%	-$31.4K	0.03%	201
2023 Q1	$301K	Sell	3,564 -426	-11%	-$35.3K	0.03%	183
2022 Q4	$312K	Hold	3,990	–	–	0.03%	198
2022 Q3	$255K	Hold	3,990	–	–	0.02%	223
2022 Q2	$282K	Hold	3,990	–	–	0.02%	213
2022 Q1	$307K	Hold	3,990	–	–	0.02%	222
2021 Q4	$347K	Buy	3,990 +130	+3%	+$10.9K	0.03%	213
2021 Q3	$318K	Buy	3,860 +960	+33%	+$84.4K	0.02%	226
2021 Q2	$237K	Hold	2,900	–	–	0.02%	246
2021 Q1	$199K	Hold	2,900	–	–	0.02%	248
2020 Q4	$196K	Hold	2,900	–	–	0.02%	240
2020 Q3	$181K	Buy	2,900 +1,100	+61%	+$67.3K	0.02%	237
2020 Q2	$102K	Buy	+1,800	New	+$93.3K	0.01%	270

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

Fukoku Mutual Life Insurance's OTIS Position: Q1 2024 in Review

Fukoku Mutual Life Insurance sold out of Otis Worldwide (OTIS) in Q1 2024, closing a stake of 3,191 shares — an estimated $285K sold.

Fukoku Mutual Life Insurance first reported a position in OTIS in Q2 2020 and held it in 15 quarters. The position peaked at $347K in Q4 2021. 1,202 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

Fukoku Mutual Life Insurance reported no remaining Otis Worldwide position as of Q1 2024 after selling out during the quarter.
Fukoku Mutual Life Insurance sold 3,191 Otis Worldwide shares in Q1 2024, an estimated $285K.
Fukoku Mutual Life Insurance first reported a position in Otis Worldwide in Q2 2020 and held it in 15 quarters.
Fukoku Mutual Life Insurance's Otis Worldwide position peaked at $347K in Q4 2021.
1,202 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Fukoku Mutual Life Insurance's 13F filing for Q1 2024, filed 10 May 2024.