Gradient Investments’s Otis Worldwide OTIS Stock Holding History

Gradient Investments’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 Q3	–	Sell	-136	Closed	-$13.1K	–	983
2024 Q2	$13.1K	Buy	136 +32	+31%	+$3.08K	﹤0.01%	695
2024 Q1	$10.3K	Sell	104 -259	-71%	-$23.9K	﹤0.01%	636
2023 Q4	$32.5K	Hold	363	–	–	﹤0.01%	622
2023 Q3	$29.2K	Sell	363 -42	-10%	-$3.59K	﹤0.01%	605
2023 Q2	$36K	Buy	405 +46	+13%	+$3.88K	﹤0.01%	572
2023 Q1	$30.3K	Hold	359	–	–	﹤0.01%	591
2022 Q4	$28.1K	Hold	359	–	–	﹤0.01%	614
2022 Q3	$23K	Sell	359 -6	-2%	-$439	﹤0.01%	642
2022 Q2	$26K	Sell	365 -40	-10%	-$2.95K	﹤0.01%	595
2022 Q1	$31K	Hold	405	–	–	﹤0.01%	560
2021 Q4	$35K	Hold	405	–	–	﹤0.01%	554
2021 Q3	$33K	Sell	405 -2	-0.5%	-$176	﹤0.01%	544
2021 Q2	$33K	Hold	407	–	–	﹤0.01%	549
2021 Q1	$28K	Sell	407 -56	-12%	-$3.66K	﹤0.01%	569
2020 Q4	$29K	Sell	463 -20	-4%	-$1.3K	﹤0.01%	495
2020 Q3	$30K	Hold	483	–	–	﹤0.01%	494
2020 Q2	$27K	Buy	+483	New	+$25K	﹤0.01%	478

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Gradient Investments's OTIS Position: Q3 2024 in Review

Gradient Investments sold out of Otis Worldwide (OTIS) in Q3 2024, closing a stake of 136 shares — an estimated $13.1K sold.

Gradient Investments first reported a position in OTIS in Q2 2020 and held it in 17 quarters. The position peaked at $36K in Q2 2023. 1,198 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

Gradient Investments reported no remaining Otis Worldwide position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 136 Otis Worldwide shares in Q3 2024, an estimated $13.1K.
Gradient Investments first reported a position in Otis Worldwide in Q2 2020 and held it in 17 quarters.
Gradient Investments's Otis Worldwide position peaked at $36K in Q2 2023.
1,198 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.