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Hall Capital Management’s Otis Worldwide OTIS Stock Holding History

Hall Capital Management’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 		$202K Hold
2,100
– – 0.1% 97
2024
Q1 		$208K Buy
+2,100
New +$194K 0.1% 98

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Hall Capital Management's OTIS Position: Q2 2024 in Review

Hall Capital Management held its Otis Worldwide (OTIS) position steady in Q2 2024 at 2,100 shares worth $202K. The position accounts for 0.1% of the portfolio, ranked #97.

Hall Capital Management first reported a position in OTIS in Q1 2024 and has held it in 2 quarters since. The position peaked at $208K in Q1 2024. 1,189 funds tracked by Wall St. Rank hold OTIS as of Q2 2024.

  • Hall Capital Management held 2,100 shares of Otis Worldwide worth $202K as of Q2 2024.
  • Hall Capital Management left its Otis Worldwide share count unchanged in Q2 2024.
  • Otis Worldwide made up 0.1% of Hall Capital Management's portfolio in Q2 2024, its #97 holding.
  • Hall Capital Management first reported a position in Otis Worldwide in Q1 2024 and has held it in 2 quarters since.
  • Hall Capital Management's Otis Worldwide position peaked at $208K in Q1 2024.
  • 1,189 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2024.

Based on Hall Capital Management's 13F filing for Q2 2024, filed 26 Jul 2024.