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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
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 $3.37T AUM 44.26% 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

Fulton Bank's OTIS Position: Q1 2024 in Review

Fulton Bank sold out of Otis Worldwide (OTIS) in Q1 2024, closing a stake of 3,062 shares — an estimated $274K sold.

Fulton Bank first reported a position in OTIS in Q2 2020 and held it in 15 quarters. The position peaked at $486K in Q4 2021. 1,201 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

  • Fulton Bank reported no remaining Otis Worldwide position as of Q1 2024 after selling out during the quarter.
  • Fulton Bank sold 3,062 Otis Worldwide shares in Q1 2024, an estimated $274K.
  • Fulton Bank first reported a position in Otis Worldwide in Q2 2020 and held it in 15 quarters.
  • Fulton Bank's Otis Worldwide position peaked at $486K in Q4 2021.
  • 1,201 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Fulton Bank's 13F filing for Q1 2024, filed 10 Apr 2024.