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Highlander Capital Management’s Otis Worldwide OTIS Stock Holding History

Highlander 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
Q1 		$19.5K Hold
196
– – 0.01% 576
2023
Q4 		$17.5K Hold
196
– – 0.01% 600
2023
Q3 		$16K Buy
+196
New +$16.8K 0.01% 565

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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

Highlander Capital Management's OTIS Position: Q1 2024 in Review

Highlander Capital Management held its Otis Worldwide (OTIS) position steady in Q1 2024 at 196 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #576.

Highlander Capital Management first reported a position in OTIS in Q3 2023 and has held it in 3 quarters since. 1,200 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

  • Highlander Capital Management held 196 shares of Otis Worldwide worth $19.5K as of Q1 2024.
  • Highlander Capital Management left its Otis Worldwide share count unchanged in Q1 2024.
  • Otis Worldwide made up 0.01% of Highlander Capital Management's portfolio in Q1 2024, its #576 holding.
  • Highlander Capital Management first reported a position in Otis Worldwide in Q3 2023 and has held it in 3 quarters since.
  • 1,200 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.