K.J. Harrison & Partners’s Otis Worldwide OTIS Stock Holding History

K.J. Harrison & Partners’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 Q3	–	Sell	-13,000	Closed	-$1.25M	–	229
2024 Q2	$1.25M	Sell	13,000 -2,000	-13%	-$193K	0.21%	113
2024 Q1	$1.49M	Hold	15,000	–	–	0.23%	105
2023 Q4	$1.34M	Buy	15,000 +5,000	+50%	+$416K	0.23%	109
2023 Q3	$803K	Buy	+10,000	New	+$855K	0.18%	99
2021 Q1	–	Sell	-10,000	Closed	-$675K	–	371
2020 Q4	$675K	Sell	10,000 -9,000	-47%	-$584K	0.11%	184
2020 Q3	$1.19M	Buy	+19,000	New	+$1.16M	0.25%	120

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Norges Bank Oslo, Norway $935B AUM

K.J. Harrison & Partners's OTIS Position: Q3 2024 in Review

K.J. Harrison & Partners sold out of Otis Worldwide (OTIS) in Q3 2024, closing a stake of 13,000 shares — an estimated $1.25M sold.

K.J. Harrison & Partners first reported a position in OTIS in Q3 2020 and held it in 6 quarters. The position peaked at $1.49M in Q1 2024. 1,197 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

K.J. Harrison & Partners reported no remaining Otis Worldwide position as of Q3 2024 after selling out during the quarter.
K.J. Harrison & Partners sold 13,000 Otis Worldwide shares in Q3 2024, an estimated $1.25M.
K.J. Harrison & Partners first reported a position in Otis Worldwide in Q3 2020 and held it in 6 quarters.
K.J. Harrison & Partners's Otis Worldwide position peaked at $1.49M in Q1 2024.
1,197 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on K.J. Harrison & Partners's 13F filing for Q3 2024, filed 25 Oct 2024.