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Greenwood Gearhart’s Otis Worldwide OTIS Stock Holding History

Greenwood Gearhart’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
-2,157
Closed -$224K – 135
2024
Q3 		$224K Hold
2,157
– – 0.02% 100
2024
Q2 		$208K Sell
2,157
-190
-8% -$18.3K 0.02% 105
2024
Q1 		$233K Sell
2,347
-28
-1% -$2.59K 0.02% 92
2023
Q4 		$213K Sell
2,375
-141,493
-98% -$11.8M 0.02% 92
2023
Q3 		$11.6M Buy
143,868
+3,792
+3% +$324K 1.37% 35
2023
Q2 		$12.5M Buy
140,076
+4,716
+3% +$397K 1.45% 31
2023
Q1 		$11.4M Buy
135,360
+33,462
+33% +$2.77M 1.45% 31
2022
Q4 		$7.98M Buy
101,898
+4,705
+5% +$347K 1.13% 42
2022
Q3 		$6.2M Buy
97,193
+4,863
+5% +$356K 0.98% 47
2022
Q2 		$6.53M Buy
92,330
+5,627
+6% +$414K 1.04% 45
2022
Q1 		$6.67M Buy
86,703
+21,352
+33% +$1.71M 0.92% 47
2021
Q4 		$5.69M Buy
65,351
+3,298
+5% +$276K 0.78% 49
2021
Q3 		$5.11M Buy
62,053
+4,352
+8% +$383K 0.79% 48
2021
Q2 		$4.72M Buy
57,701
+1,534
+3% +$118K 0.76% 49
2021
Q1 		$3.85M Buy
56,167
+11,223
+25% +$734K 0.68% 48
2020
Q4 		$3.04M Buy
44,944
+13,753
+44% +$892K 0.59% 47
2020
Q3 		$1.95M Buy
31,191
+2,219
+8% +$136K 0.45% 48
2020
Q2 		$1.65M Buy
+28,972
New +$1.5M 0.43% 50

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 $1.81T AUM 41.13% 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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

Greenwood Gearhart's OTIS Position: Q4 2024 in Review

Greenwood Gearhart sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 2,157 shares — an estimated $224K sold.

Greenwood Gearhart first reported a position in OTIS in Q2 2020 and held it in 18 quarters. The position peaked at $12.5M in Q2 2023. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

  • Greenwood Gearhart reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
  • Greenwood Gearhart sold 2,157 Otis Worldwide shares in Q4 2024, an estimated $224K.
  • Greenwood Gearhart first reported a position in Otis Worldwide in Q2 2020 and held it in 18 quarters.
  • Greenwood Gearhart's Otis Worldwide position peaked at $12.5M in Q2 2023.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Greenwood Gearhart's 13F filing for Q4 2024, filed 13 Feb 2025.