Global Trust Asset Management’s Otis Worldwide OTIS Stock Holding History

Global Trust Asset Management’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 Q2	–	Sell	-11	Closed	-$1.09K	–	473
2024 Q1	$1.09K	Hold	11	–	–	﹤0.01%	430
2023 Q4	$984	Hold	11	–	–	﹤0.01%	421
2023 Q3	$883	Hold	11	–	–	﹤0.01%	410
2023 Q2	$979	Hold	11	–	–	﹤0.01%	415
2023 Q1	$928	Hold	11	–	–	﹤0.01%	400
2022 Q4	$861	Hold	11	–	–	﹤0.01%	389
2022 Q3	$1K	Hold	11	–	–	﹤0.01%	421
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	396
2022 Q1	$1K	Hold	11	–	–	﹤0.01%	439
2021 Q4	$1K	Hold	11	–	–	﹤0.01%	403
2021 Q3	$1K	Hold	11	–	–	﹤0.01%	390
2021 Q2	$1K	Hold	11	–	–	﹤0.01%	394
2021 Q1	$1K	Hold	11	–	–	﹤0.01%	370
2020 Q4	$1K	Hold	11	–	–	﹤0.01%	384
2020 Q3	$1K	Hold	11	–	–	﹤0.01%	348
2020 Q2	$1K	Buy	+11	New	+$570	﹤0.01%	326

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Global Trust Asset Management's OTIS Position: Q2 2024 in Review

Global Trust Asset Management sold out of Otis Worldwide (OTIS) in Q2 2024, closing a stake of 11 shares — an estimated $1.09K sold.

Global Trust Asset Management first reported a position in OTIS in Q2 2020 and held it in 16 quarters. The position peaked at $1.09K in Q1 2024. 1,191 funds tracked by Wall St. Rank hold OTIS as of Q2 2024.

Global Trust Asset Management reported no remaining Otis Worldwide position as of Q2 2024 after selling out during the quarter.
Global Trust Asset Management sold 11 Otis Worldwide shares in Q2 2024, an estimated $1.09K.
Global Trust Asset Management first reported a position in Otis Worldwide in Q2 2020 and held it in 16 quarters.
Global Trust Asset Management's Otis Worldwide position peaked at $1.09K in Q1 2024.
1,191 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2024.

Based on Global Trust Asset Management's 13F filing for Q2 2024, filed 11 Jul 2024.