ICG
OTIS icon

InterOcean Capital Group’s Otis Worldwide OTIS Stock Holding History

InterOcean Capital Group’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 		$271K Sell
2,725
-16
-0.6% -$1.48K 0.01% 407
2023
Q4 		$245K Buy
2,741
+16
+0.6% +$1.33K 0.01% 406
2023
Q3 		$219K Hold
2,725
– – 0.01% 397
2023
Q2 		$243K Hold
2,725
– – 0.01% 380
2023
Q1 		$230K Sell
2,725
-22
-0.8% -$1.82K 0.01% 367
2022
Q4 		$215K Buy
+2,747
New +$203K 0.01% 372

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

InterOcean Capital Group's OTIS Position: Q1 2024 in Review

InterOcean Capital Group reduced its Otis Worldwide (OTIS) stake by 0.58% in Q1 2024, selling an estimated $1.48K and leaving 2,725 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #407.

InterOcean Capital Group first reported a position in OTIS in Q4 2022 and has held it in 6 quarters since. 1,201 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

  • InterOcean Capital Group held 2,725 shares of Otis Worldwide worth $271K as of Q1 2024.
  • InterOcean Capital Group sold 16 Otis Worldwide shares in Q1 2024, an estimated $1.48K.
  • Otis Worldwide made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #407 holding.
  • InterOcean Capital Group first reported a position in Otis Worldwide in Q4 2022 and has held it in 6 quarters since.
  • 1,201 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.