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Jamison Private Wealth Management’s Otis Worldwide OTIS Stock Holding History

Jamison Private Wealth 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
Q4 		– Sell
-291
Closed -$30.2K – 383
2024
Q3 		$30.2K Hold
291
– – ﹤0.01% 281
2024
Q2 		$28K Buy
291
+286
+5,720% +$27.6K ﹤0.01% 272
2024
Q1 		$497 Buy
+5
New +$462 ﹤0.01% 455

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

Jamison Private Wealth Management's OTIS Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 291 shares — an estimated $30.2K sold.

Jamison Private Wealth Management first reported a position in OTIS in Q1 2024 and held it in 3 quarters. The position peaked at $30.2K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 291 Otis Worldwide shares in Q4 2024, an estimated $30.2K.
  • Jamison Private Wealth Management first reported a position in Otis Worldwide in Q1 2024 and held it in 3 quarters.
  • Jamison Private Wealth Management's Otis Worldwide position peaked at $30.2K in Q3 2024.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.