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GYL Financial Synergies’s Otis Worldwide OTIS Stock Holding History

GYL Financial Synergies’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 		$396K Sell
3,815
-13
-0.3% -$1.24K 0.03% 262
2024
Q2 		$369K Buy
3,828
+16
+0.4% +$1.54K 0.03% 273
2024
Q1 		$378K Sell
3,812
-13
-0.3% -$1.2K 0.03% 271
2023
Q4 		$342K Sell
3,825
-114
-3% -$9.48K 0.03% 274
2023
Q3 		$316K Buy
3,939
+25
+0.6% +$2.14K 0.03% 272
2023
Q2 		$348K Sell
3,914
-160
-4% -$13.5K 0.03% 271
2023
Q1 		$344K Buy
4,074
+259
+7% +$21.4K 0.04% 225
2022
Q4 		$299K Sell
3,815
-69
-2% -$5.09K 0.06% 177
2022
Q3 		$248K Buy
3,884
+2
+0.1% +$146 0.07% 171
2022
Q2 		$274K Sell
3,882
-1,705
-31% -$126K 0.07% 156
2022
Q1 		$430K Sell
5,587
-98
-2% -$7.83K 0.1% 121
2021
Q4 		$495K Buy
5,685
+490
+9% +$41K 0.13% 124
2021
Q3 		$427K Buy
5,195
+310
+6% +$27.3K 0.22% 120
2021
Q2 		$399K Sell
4,885
-68
-1% -$5.23K 0.21% 123
2021
Q1 		$339K Sell
4,953
-79
-2% -$5.16K 0.19% 130
2020
Q4 		$340K Buy
5,032
+24
+0.5% +$1.56K 0.2% 124
2020
Q3 		$313K Sell
5,008
-157
-3% -$9.6K 0.21% 121
2020
Q2 		$294K Buy
+5,165
New +$268K 0.21% 116

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

GYL Financial Synergies's OTIS Position: Q3 2024 in Review

GYL Financial Synergies reduced its Otis Worldwide (OTIS) stake by 0.34% in Q3 2024, selling an estimated $1.24K and leaving 3,815 shares worth $396K. The position accounts for 0.03% of the portfolio, ranked #262.

GYL Financial Synergies first reported a position in OTIS in Q2 2020 and has held it in 18 quarters since. The position peaked at $495K in Q4 2021. 1,198 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

  • GYL Financial Synergies held 3,815 shares of Otis Worldwide worth $396K as of Q3 2024.
  • GYL Financial Synergies sold 13 Otis Worldwide shares in Q3 2024, an estimated $1.24K.
  • Otis Worldwide made up 0.03% of GYL Financial Synergies's portfolio in Q3 2024, its #262 holding.
  • GYL Financial Synergies first reported a position in Otis Worldwide in Q2 2020 and has held it in 18 quarters since.
  • GYL Financial Synergies's Otis Worldwide position peaked at $495K in Q4 2021.
  • 1,198 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.