GA
OTIS icon

Geller Advisors’s Otis Worldwide OTIS Stock Holding History

Geller Advisors’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
Q4 		$417K Sell
4,499
-141
-3% -$14.1K 0.03% 156
2024
Q3 		$482K Sell
4,640
-48
-1% -$4.57K 0.03% 142
2024
Q2 		$451K Buy
4,688
+120
+3% +$11.6K 0.03% 154
2024
Q1 		$453K Buy
4,568
+163
+4% +$15.1K 0.04% 161
2023
Q4 		$394K Sell
4,405
-261
-6% -$21.7K 0.04% 166
2023
Q3 		$375K Buy
+4,666
New +$399K 0.04% 156
2023
Q2 		– Sell
-2,522
Closed -$213K – 253
2023
Q1 		$213K Buy
+2,522
New +$209K 0.03% 165

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Geller Advisors's OTIS Position: Q4 2024 in Review

Geller Advisors reduced its Otis Worldwide (OTIS) stake by 3% in Q4 2024, selling an estimated $14.1K and leaving 4,499 shares worth $417K. The position accounts for 0.03% of the portfolio, ranked #156.

Geller Advisors first reported a position in OTIS in Q1 2023 and has held it in 7 quarters since. The position peaked at $482K in Q3 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

  • Geller Advisors held 4,499 shares of Otis Worldwide worth $417K as of Q4 2024.
  • Geller Advisors sold 141 Otis Worldwide shares in Q4 2024, an estimated $14.1K.
  • Otis Worldwide made up 0.03% of Geller Advisors's portfolio in Q4 2024, its #156 holding.
  • Geller Advisors first reported a position in Otis Worldwide in Q1 2023 and has held it in 7 quarters since.
  • Geller Advisors's Otis Worldwide position peaked at $482K in Q3 2024.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.