Harvest Fund Management’s Otis Worldwide OTIS Stock Holding History

Harvest Fund 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	–	Sell	-393	Closed	-$39K	–	714
2024 Q1	$39K	Hold	393	–	–	﹤0.01%	528
2023 Q4	$35K	Hold	393	–	–	0.01%	459
2023 Q3	$32K	Hold	393	–	–	0.01%	451
2023 Q2	$35K	Hold	393	–	–	0.01%	461
2023 Q1	$33K	Hold	393	–	–	0.01%	533
2022 Q4	$31K	Hold	393	–	–	0.01%	552
2022 Q3	$25K	Hold	393	–	–	0.01%	523
2022 Q2	$28K	Hold	393	–	–	0.01%	502
2022 Q1	$30K	Hold	393	–	–	0.01%	531
2021 Q4	$33K	Hold	393	–	–	0.01%	546
2021 Q3	$32K	Buy	+393	New	+$34.6K	0.01%	513

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Harvest Fund Management's OTIS Position: Q2 2024 in Review

Harvest Fund Management sold out of Otis Worldwide (OTIS) in Q2 2024, closing a stake of 393 shares — an estimated $39K sold.

Harvest Fund Management first reported a position in OTIS in Q3 2021 and held it in 11 quarters. The position peaked at $39K in Q1 2024. 1,191 funds tracked by Wall St. Rank hold OTIS as of Q2 2024.

Harvest Fund Management reported no remaining Otis Worldwide position as of Q2 2024 after selling out during the quarter.
Harvest Fund Management sold 393 Otis Worldwide shares in Q2 2024, an estimated $39K.
Harvest Fund Management first reported a position in Otis Worldwide in Q3 2021 and held it in 11 quarters.
Harvest Fund Management's Otis Worldwide position peaked at $39K in Q1 2024.
1,191 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2024.

Based on Harvest Fund Management's 13F filing for Q2 2024, filed 8 Aug 2024.