HBC Financial Services’s Otis Worldwide OTIS Stock Holding History

HBC Financial Services’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	$0	Hold	7	–	–	﹤0.01%	193
2024 Q3	$0	Hold	7	–	–	﹤0.01%	187
2024 Q2	$0	Hold	7	–	–	﹤0.01%	174
2024 Q1	$0	Hold	7	–	–	﹤0.01%	181
2023 Q4	$0	Hold	7	–	–	﹤0.01%	192
2023 Q3	$0	Hold	7	–	–	﹤0.01%	189
2023 Q2	$0	Hold	7	–	–	﹤0.01%	200
2023 Q1	$0	Hold	7	–	–	﹤0.01%	192
2022 Q4	$0	Sell	7 -20	-74%	-$1.48K	﹤0.01%	176
2022 Q3	$2K	Buy	27 +20	+286%	+$1.46K	﹤0.01%	147
2022 Q2	$0	Hold	7	–	–	﹤0.01%	185
2022 Q1	$0	Hold	7	–	–	﹤0.01%	178
2021 Q4	$0	Sell	7 -5	-42%	-$419	﹤0.01%	183
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	155
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	166
2021 Q1	$851	Hold	12	–	–	﹤0.01%	166
2020 Q4	$1K	Hold	12	–	–	﹤0.01%	153
2020 Q3	$1K	Sell	12 -50	-81%	-$3.06K	﹤0.01%	159
2020 Q2	$4K	Buy	+62	New	+$3.21K	﹤0.01%	137

Other funds holding OTIS

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

HBC Financial Services's OTIS Position: Q4 2024 in Review

HBC Financial Services held its Otis Worldwide (OTIS) position steady in Q4 2024 at 7 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #193.

HBC Financial Services first reported a position in OTIS in Q2 2020 and has held it in 19 quarters since. The position peaked at $4K in Q2 2020. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

HBC Financial Services held 7 shares of Otis Worldwide worth $0 as of Q4 2024.
HBC Financial Services left its Otis Worldwide share count unchanged in Q4 2024.
Otis Worldwide made up ﹤0.01% of HBC Financial Services's portfolio in Q4 2024, its #193 holding.
HBC Financial Services first reported a position in Otis Worldwide in Q2 2020 and has held it in 19 quarters since.
HBC Financial Services's Otis Worldwide position peaked at $4K in Q2 2020.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.