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GM Advisory Group’s Otis Worldwide OTIS Stock Holding History

GM Advisory Group’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
2025
Q3 		– Sell
-2,038
Closed -$202K – 313
2025
Q2 		$202K Buy
+2,038
New +$197K 0.01% 278
2022
Q3 		– Sell
-7,844
Closed -$554K – 197
2022
Q2 		$554K Sell
7,844
-11,000
-58% -$810K 0.09% 105
2022
Q1 		$1.45M Sell
18,844
-19,753
-51% -$1.58M 0.17% 71
2021
Q4 		$3.36M Hold
38,597
– – 0.3% 54
2021
Q3 		$3.18M Sell
38,597
-1,345
-3% -$118K 0.32% 49
2021
Q2 		$3.27M Sell
39,942
-3,150
-7% -$242K 0.34% 49
2021
Q1 		$2.95M Buy
43,092
+25,300
+142% +$1.65M 0.35% 45
2020
Q4 		$1.2M Buy
17,792
+4,120
+30% +$267K 0.16% 64
2020
Q3 		$853K Hold
13,672
– – 0.13% 68
2020
Q2 		$777K Buy
+13,672
New +$708K 0.14% 75

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return