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Gratus Capital’s Otis Worldwide OTIS Stock Holding History

Gratus Capital’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 		$251K Buy
2,607
+161
+7% +$15.5K 0.01% 323
2024
Q1 		$243K Hold
2,446
– – 0.01% 291
2023
Q4 		$219K Sell
2,446
-72
-3% -$5.99K 0.01% 252
2023
Q3 		$202K Hold
2,518
– – 0.01% 240
2023
Q2 		$224K Sell
2,518
-36
-1% -$3.03K 0.02% 223
2023
Q1 		$216K Buy
+2,554
New +$211K 0.02% 209

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

Gratus Capital's OTIS Position: Q2 2024 in Review

Gratus Capital increased its Otis Worldwide (OTIS) stake by 6.6% in Q2 2024, buying an estimated $15.5K and bringing the position to 2,607 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #323.

Gratus Capital first reported a position in OTIS in Q1 2023 and has held it in 6 quarters since. 1,190 funds tracked by Wall St. Rank hold OTIS as of Q2 2024.

  • Gratus Capital held 2,607 shares of Otis Worldwide worth $251K as of Q2 2024.
  • Gratus Capital bought 161 Otis Worldwide shares in Q2 2024, an estimated $15.5K.
  • Otis Worldwide made up 0.01% of Gratus Capital's portfolio in Q2 2024, its #323 holding.
  • Gratus Capital first reported a position in Otis Worldwide in Q1 2023 and has held it in 6 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.