Householder Group Estate & Retirement Specialist’s Otis Worldwide OTIS Stock Holding History

Householder Group Estate & Retirement Specialist’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	–	Sell	-107	Closed	-$11K	–	984
2024 Q3	$11K	Hold	107	–	–	﹤0.01%	797
2024 Q2	$10K	Hold	107	–	–	﹤0.01%	813
2024 Q1	$10.6K	Hold	107	–	–	﹤0.01%	801
2023 Q4	$9K	Sell	107 -30	-22%	-$2.49K	﹤0.01%	794
2023 Q3	$11K	Buy	+137	New	+$11.7K	﹤0.01%	767
2023 Q1	$14K	Hold	169	–	–	0.01%	720
2022 Q4	$13K	Hold	169	–	–	0.02%	202
2022 Q3	$10K	Buy	+169	New	+$12.4K	﹤0.01%	730

Other funds holding OTIS

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Householder Group Estate & Retirement Specialist's OTIS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 107 shares — an estimated $11K sold.

Householder Group Estate & Retirement Specialist first reported a position in OTIS in Q3 2022 and held it in 8 quarters. The position peaked at $14K in Q1 2023. 1,231 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 107 Otis Worldwide shares in Q4 2024, an estimated $11K.
Householder Group Estate & Retirement Specialist first reported a position in Otis Worldwide in Q3 2022 and held it in 8 quarters.
Householder Group Estate & Retirement Specialist's Otis Worldwide position peaked at $14K in Q1 2023.
1,231 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.