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Kessler Investment Group’s Otis Worldwide OTIS Stock Holding History

Kessler Investment 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
Q3 		– Sell
-1,487
Closed -$143K – 199
2024
Q2 		$143K Buy
1,487
+428
+40% +$41.2K 0.08% 75
2024
Q1 		$105K Sell
1,059
-112
-10% -$10.4K 0.07% 73
2023
Q4 		$105K Hold
1,171
– – 0.06% 81
2023
Q3 		$94K Hold
1,171
– – 0.08% 79
2023
Q2 		$104K Hold
1,171
– – 0.07% 76
2023
Q1 		$98.8K Buy
+1,171
New +$96.9K 0.07% 88

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 $3.38T AUM 44.17% 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

Kessler Investment Group's OTIS Position: Q3 2024 in Review

Kessler Investment Group sold out of Otis Worldwide (OTIS) in Q3 2024, closing a stake of 1,487 shares — an estimated $143K sold.

Kessler Investment Group first reported a position in OTIS in Q1 2023 and held it in 6 quarters. The position peaked at $143K in Q2 2024. 1,199 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

  • Kessler Investment Group reported no remaining Otis Worldwide position as of Q3 2024 after selling out during the quarter.
  • Kessler Investment Group sold 1,487 Otis Worldwide shares in Q3 2024, an estimated $143K.
  • Kessler Investment Group first reported a position in Otis Worldwide in Q1 2023 and held it in 6 quarters.
  • Kessler Investment Group's Otis Worldwide position peaked at $143K in Q2 2024.
  • 1,199 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on Kessler Investment Group's 13F filing for Q3 2024, filed 21 Oct 2024.