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Goodman Advisory Group’s Otis Worldwide OTIS Stock Holding History

Goodman 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
2024
Q4 		– Sell
-1,265
Closed -$131K – 139
2024
Q3 		$131K Sell
1,265
-6,580
-84% -$627K 0.04% 92
2024
Q2 		$755K Sell
7,845
-17,320
-69% -$1.67M 0.23% 58
2024
Q1 		$2.5M Sell
25,165
-994
-4% -$91.9K 0.79% 30
2023
Q4 		$2.34M Buy
26,159
+2,595
+11% +$216K 0.8% 28
2023
Q3 		$1.89M Buy
+23,564
New +$2.02M 0.71% 34

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

Goodman Advisory Group's OTIS Position: Q4 2024 in Review

Goodman Advisory Group sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 1,265 shares — an estimated $131K sold.

Goodman Advisory Group first reported a position in OTIS in Q3 2023 and held it in 5 quarters. The position peaked at $2.5M in Q1 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

  • Goodman Advisory Group reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
  • Goodman Advisory Group sold 1,265 Otis Worldwide shares in Q4 2024, an estimated $131K.
  • Goodman Advisory Group first reported a position in Otis Worldwide in Q3 2023 and held it in 5 quarters.
  • Goodman Advisory Group's Otis Worldwide position peaked at $2.5M in Q1 2024.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Goodman Advisory Group's 13F filing for Q4 2024, filed 13 Feb 2025.