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L. Roy Papp & Associates’s Otis Worldwide OTIS Stock Holding History

L. Roy Papp & Associates’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
Q1 		– Sell
-3,431
Closed -$307K – 182
2023
Q4 		$307K Sell
3,431
-99
-3% -$8.23K 0.04% 144
2023
Q3 		$283K Buy
3,530
+112
+3% +$9.58K 0.04% 141
2023
Q2 		$304K Sell
3,418
-917
-21% -$77.3K 0.04% 143
2023
Q1 		$366K Sell
4,335
-241
-5% -$19.9K 0.05% 137
2022
Q4 		$358K Hold
4,576
– – 0.05% 137
2022
Q3 		$292K Buy
4,576
+496
+12% +$36.3K 0.04% 148
2022
Q2 		$288K Sell
4,080
-1,977
-33% -$146K 0.04% 148
2022
Q1 		$466K Sell
6,057
-74
-1% -$5.91K 0.06% 128
2021
Q4 		$534K Sell
6,131
-800
-12% -$67K 0.06% 127
2021
Q3 		$570K Sell
6,931
-224
-3% -$19.7K 0.07% 124
2021
Q2 		$585K Buy
7,155
+1,876
+36% +$144K 0.07% 122
2021
Q1 		$361K Sell
5,279
-4,674
-47% -$306K 0.05% 144
2020
Q4 		$672K Sell
9,953
-2,355
-19% -$153K 0.08% 119
2020
Q3 		$768K Sell
12,308
-986
-7% -$60.3K 0.1% 108
2020
Q2 		$756K Buy
+13,294
New +$689K 0.11% 102

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 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

L. Roy Papp & Associates's OTIS Position: Q1 2024 in Review

L. Roy Papp & Associates sold out of Otis Worldwide (OTIS) in Q1 2024, closing a stake of 3,431 shares — an estimated $307K sold.

L. Roy Papp & Associates first reported a position in OTIS in Q2 2020 and held it in 15 quarters. The position peaked at $768K in Q3 2020. 1,202 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

  • L. Roy Papp & Associates reported no remaining Otis Worldwide position as of Q1 2024 after selling out during the quarter.
  • L. Roy Papp & Associates sold 3,431 Otis Worldwide shares in Q1 2024, an estimated $307K.
  • L. Roy Papp & Associates first reported a position in Otis Worldwide in Q2 2020 and held it in 15 quarters.
  • L. Roy Papp & Associates's Otis Worldwide position peaked at $768K in Q3 2020.
  • 1,202 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on L. Roy Papp & Associates's 13F filing for Q1 2024, filed 15 Apr 2024.