Gifford Fong Associates’s Otis Worldwide OTIS Stock Holding History

Gifford Fong Associates’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	-5,000	Closed	-$447K	–	137
2023 Q4	$447K	Hold	5,000	–	–	0.1%	118
2023 Q3	$402K	Hold	5,000	–	–	0.1%	118
2023 Q2	$445K	Hold	5,000	–	–	0.1%	115
2023 Q1	$422K	Hold	5,000	–	–	0.11%	116
2022 Q4	$392K	Hold	5,000	–	–	0.09%	116
2022 Q3	$319K	Hold	5,000	–	–	0.08%	123
2022 Q2	$353K	Hold	5,000	–	–	0.08%	119
2022 Q1	$385K	Hold	5,000	–	–	0.07%	120
2021 Q4	$435K	Hold	5,000	–	–	0.08%	116
2021 Q3	$411K	Hold	5,000	–	–	0.08%	116
2021 Q2	$409K	Hold	5,000	–	–	0.08%	116
2021 Q1	$342K	Hold	5,000	–	–	0.07%	119
2020 Q4	$338K	Hold	5,000	–	–	0.08%	116
2020 Q3	$312K	Hold	5,000	–	–	0.08%	109
2020 Q2	$284K	Buy	+5,000	New	+$259K	0.09%	111

Other funds holding OTIS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Gifford Fong Associates's OTIS Position: Q1 2024 in Review

Gifford Fong Associates sold out of Otis Worldwide (OTIS) in Q1 2024, closing a stake of 5,000 shares — an estimated $447K sold.

Gifford Fong Associates first reported a position in OTIS in Q2 2020 and held it in 15 quarters. The position peaked at $447K in Q4 2023. 1,200 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

Gifford Fong Associates reported no remaining Otis Worldwide position as of Q1 2024 after selling out during the quarter.
Gifford Fong Associates sold 5,000 Otis Worldwide shares in Q1 2024, an estimated $447K.
Gifford Fong Associates first reported a position in Otis Worldwide in Q2 2020 and held it in 15 quarters.
Gifford Fong Associates's Otis Worldwide position peaked at $447K in Q4 2023.
1,200 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Gifford Fong Associates's 13F filing for Q1 2024, filed 10 May 2024.