Janiczek Wealth Management’s Otis Worldwide OTIS Stock Holding History

Janiczek 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 Q2	$35.6K	Hold	370	–	–	0.01%	460
2024 Q1	$36.7K	Hold	370	–	–	0.01%	458
2023 Q4	$33.1K	Sell	370 -11	-3%	-$915	0.01%	467
2023 Q3	$30.6K	Buy	381 +223	+141%	+$19.1K	0.01%	447
2023 Q2	$14.1K	Hold	158	–	–	﹤0.01%	506
2023 Q1	$12.8K	Hold	158	–	–	﹤0.01%	526
2022 Q4	$13.1K	Buy	158 +61	+63%	+$4.5K	﹤0.01%	517
2022 Q3	$6K	Hold	97	–	–	﹤0.01%	636
2022 Q2	$8K	Hold	97	–	–	﹤0.01%	604
2022 Q1	$7K	Hold	97	–	–	﹤0.01%	626
2021 Q4	$8K	Hold	97	–	–	﹤0.01%	625
2021 Q3	$8K	Hold	97	–	–	﹤0.01%	615
2021 Q2	$8K	Hold	97	–	–	﹤0.01%	588
2021 Q1	$7K	Hold	97	–	–	﹤0.01%	593
2020 Q4	$7K	Hold	97	–	–	﹤0.01%	530
2020 Q3	$6K	Buy	+97	New	+$5.93K	﹤0.01%	318

Other funds holding OTIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Janiczek Wealth Management's OTIS Position: Q2 2024 in Review

Janiczek Wealth Management held its Otis Worldwide (OTIS) position steady in Q2 2024 at 370 shares worth $35.6K. The position accounts for 0.01% of the portfolio, ranked #460.

Janiczek Wealth Management first reported a position in OTIS in Q3 2020 and has held it in 16 quarters since. The position peaked at $36.7K in Q1 2024. 1,190 funds tracked by Wall St. Rank hold OTIS as of Q2 2024.

Janiczek Wealth Management held 370 shares of Otis Worldwide worth $35.6K as of Q2 2024.
Janiczek Wealth Management left its Otis Worldwide share count unchanged in Q2 2024.
Otis Worldwide made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #460 holding.
Janiczek Wealth Management first reported a position in Otis Worldwide in Q3 2020 and has held it in 16 quarters since.
Janiczek Wealth Management's Otis Worldwide position peaked at $36.7K in Q1 2024.
1,190 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.