Institutional & Family Asset Management’s Otis Worldwide OTIS Stock Holding History

Institutional & Family Asset 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	$304K	Hold	3,160	–	–	0.05%	133
2024 Q1	$314K	Hold	3,160	–	–	0.05%	127
2023 Q4	$283K	Hold	3,160	–	–	0.05%	131
2023 Q3	$254K	Hold	3,160	–	–	0.04%	130
2023 Q2	$281K	Hold	3,160	–	–	0.05%	127
2023 Q1	$267K	Sell	3,160 -5	-0.2%	-$414	0.04%	129
2022 Q4	$248K	Sell	3,165 -36	-1%	-$2.66K	0.04%	130
2022 Q3	$204K	Hold	3,201	–	–	0.04%	136
2022 Q2	$226K	Sell	3,201 -8	-0.2%	-$589	0.04%	132
2022 Q1	$247K	Sell	3,209 -46	-1%	-$3.68K	0.04%	141
2021 Q4	$283K	Hold	3,255	–	–	0.04%	140
2021 Q3	$268K	Hold	3,255	–	–	0.04%	155
2021 Q2	$266K	Hold	3,255	–	–	0.04%	151
2021 Q1	$223K	Sell	3,255 -6	-0.2%	-$392	0.04%	177
2020 Q4	$220K	Sell	3,261 -54	-2%	-$3.5K	0.05%	177
2020 Q3	$207K	Sell	3,315 -727	-18%	-$44.5K	0.05%	164
2020 Q2	$230K	Buy	+4,042	New	+$209K	0.05%	161

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Institutional & Family Asset Management's OTIS Position: Q2 2024 in Review

Institutional & Family Asset Management held its Otis Worldwide (OTIS) position steady in Q2 2024 at 3,160 shares worth $304K. The position accounts for 0.05% of the portfolio, ranked #133.

Institutional & Family Asset Management first reported a position in OTIS in Q2 2020 and has held it in 17 quarters since. The position peaked at $314K in Q1 2024. 1,188 funds tracked by Wall St. Rank hold OTIS as of Q2 2024.

Institutional & Family Asset Management held 3,160 shares of Otis Worldwide worth $304K as of Q2 2024.
Institutional & Family Asset Management left its Otis Worldwide share count unchanged in Q2 2024.
Otis Worldwide made up 0.05% of Institutional & Family Asset Management's portfolio in Q2 2024, its #133 holding.
Institutional & Family Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 17 quarters since.
Institutional & Family Asset Management's Otis Worldwide position peaked at $314K in Q1 2024.
1,188 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.