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Kelly Financial Services’s Otis Worldwide OTIS Stock Holding History

Kelly Financial Services’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
-268
Closed -$25.8K – 555
2024
Q2 		$25.8K Buy
268
+1
+0.4% +$96 0.01% 295
2024
Q1 		$26.5K Buy
267
+1
+0.4% +$92 0.01% 293
2023
Q4 		$23.8K Buy
266
+1
+0.4% +$83 0.01% 282
2023
Q3 		$21.3K Buy
265
+1
+0.4% +$86 0.01% 277
2023
Q2 		$23.5K Buy
264
+1
+0.4% +$84 0.01% 276
2023
Q1 		$22.2K Hold
263
– – 0.01% 266
2022
Q4 		$20.6K Buy
263
+1
+0.4% +$74 0.01% 263
2022
Q3 		$16.7K Buy
262
+1
+0.4% +$73 0.01% 272
2022
Q2 		$18.4K Buy
261
+1
+0.4% +$74 0.01% 261
2022
Q1 		$20K Buy
260
+1
+0.4% +$80 0.01% 271
2021
Q4 		$22.6K Buy
259
+1
+0.4% +$84 0.01% 257
2021
Q3 		$21.3K Hold
258
– – 0.01% 253
2021
Q2 		$21.1K Buy
258
+1
+0.4% +$77 0.01% 258
2021
Q1 		$17.6K Buy
257
+1
+0.4% +$65 0.01% 237
2020
Q4 		$17.3K Sell
256
-12
-4% -$778 0.01% 211
2020
Q3 		$16.7K Buy
268
+1
+0.4% +$61 0.01% 194
2020
Q2 		$15.2K Buy
+267
New +$13.8K 0.01% 192

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kelly Financial Services's OTIS Position: Q3 2024 in Review

Kelly Financial Services sold out of Otis Worldwide (OTIS) in Q3 2024, closing a stake of 268 shares — an estimated $25.8K sold.

Kelly Financial Services first reported a position in OTIS in Q2 2020 and held it in 17 quarters. The position peaked at $26.5K in Q1 2024. 1,198 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

  • Kelly Financial Services reported no remaining Otis Worldwide position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 268 Otis Worldwide shares in Q3 2024, an estimated $25.8K.
  • Kelly Financial Services first reported a position in Otis Worldwide in Q2 2020 and held it in 17 quarters.
  • Kelly Financial Services's Otis Worldwide position peaked at $26.5K in Q1 2024.
  • 1,198 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.