Fulton Bank’s Otis Worldwide OTIS Stock Holding History

Fulton Bank’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	-3,062	Closed	-$274K	–	632
2023 Q4	$274K	Sell	3,062 -479	-14%	-$39.8K	0.01%	504
2023 Q3	$284K	Sell	3,541 -324	-8%	-$27.7K	0.01%	464
2023 Q2	$344K	Sell	3,865 -58	-1%	-$4.89K	0.02%	416
2023 Q1	$331K	Sell	3,923 -445	-10%	-$36.8K	0.02%	409
2022 Q4	$342K	Sell	4,368 -1,158	-21%	-$85.5K	0.02%	379
2022 Q3	$353K	Buy	5,526 +358	+7%	+$26.2K	0.02%	350
2022 Q2	$365K	Sell	5,168 -439	-8%	-$32.3K	0.02%	350
2022 Q1	$431K	Buy	5,607 +19	+0.3%	+$1.52K	0.02%	346
2021 Q4	$486K	Buy	5,588 +7	+0.1%	+$586	0.02%	338
2021 Q3	$459K	Buy	5,581 +81	+1%	+$7.12K	0.02%	338
2021 Q2	$450K	Sell	5,500 -144	-3%	-$11.1K	0.02%	325
2021 Q1	$386K	Buy	5,644 +1,633	+41%	+$107K	0.02%	334
2020 Q4	$271K	Sell	4,011 -41	-1%	-$2.66K	0.01%	372
2020 Q3	$253K	Sell	4,052 -176	-4%	-$10.8K	0.02%	360
2020 Q2	$240K	Buy	+4,228	New	+$219K	0.02%	351

Other funds holding OTIS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM