HFM
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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 – 716
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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