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Granite FO LLC’s Otis Worldwide OTIS Stock Holding History

Granite FO LLC’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
-57
Closed -$5.32K – 154
2024
Q1 		$5.32K Hold
57
– – ﹤0.01% 132
2023
Q4 		$5.1K Hold
57
– – ﹤0.01% 144
2023
Q3 		$4.58K Hold
57
– – ﹤0.01% 148
2023
Q2 		$5.07K Hold
57
– – ﹤0.01% 158
2023
Q1 		$4.86K Hold
57
– – ﹤0.01% 205
2022
Q4 		$4.45K Buy
+57
New +$4.21K ﹤0.01% 137

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Granite FO LLC's OTIS Position: Q2 2024 in Review

Granite FO LLC sold out of Otis Worldwide (OTIS) in Q2 2024, closing a stake of 57 shares — an estimated $5.32K sold.

Granite FO LLC first reported a position in OTIS in Q4 2022 and held it in 6 quarters. The position peaked at $5.32K in Q1 2024. 1,190 funds tracked by Wall St. Rank hold OTIS as of Q2 2024.

  • Granite FO LLC reported no remaining Otis Worldwide position as of Q2 2024 after selling out during the quarter.
  • Granite FO LLC sold 57 Otis Worldwide shares in Q2 2024, an estimated $5.32K.
  • Granite FO LLC first reported a position in Otis Worldwide in Q4 2022 and held it in 6 quarters.
  • Granite FO LLC's Otis Worldwide position peaked at $5.32K in Q1 2024.
  • 1,190 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2024.

Based on Granite FO LLC's 13F filing for Q2 2024, filed 16 Aug 2024.