Laffer Tengler Investments’s Otis Worldwide OTIS Stock Holding History

Laffer Tengler Investments’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	-335	Closed	-$32.2K	–	297
2024 Q2	$32.2K	Hold	335	–	–	0.01%	258
2024 Q1	$33.3K	Hold	335	–	–	0.01%	263
2023 Q4	$30K	Hold	335	–	–	0.01%	239
2023 Q3	$26.9K	Hold	335	–	–	0.01%	261
2023 Q2	$29.8K	Hold	335	–	–	0.01%	339
2023 Q1	$28.3K	Hold	335	–	–	0.01%	356
2022 Q4	$26.2K	Hold	335	–	–	0.01%	349
2022 Q3	$21.4K	Hold	335	–	–	0.01%	311
2022 Q2	$23.7K	Hold	335	–	–	0.01%	304
2022 Q1	$25.8K	Hold	335	–	–	0.01%	305
2021 Q4	$29.2K	Hold	335	–	–	0.01%	302
2021 Q3	$27.6K	Buy	+335	New	+$29.5K	0.01%	388
2021 Q2	–	Sell	-335	Closed	-$22.9K	–	376
2021 Q1	$22.9K	Hold	335	–	–	0.01%	315
2020 Q4	$22.4K	Hold	335	–	–	0.01%	280
2020 Q3	$20.9K	Sell	335 -1,285	-79%	-$78.6K	0.01%	242
2020 Q2	$92.1K	Buy	+1,620	New	+$83.9K	0.05%	161

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Laffer Tengler Investments's OTIS Position: Q3 2024 in Review

Laffer Tengler Investments sold out of Otis Worldwide (OTIS) in Q3 2024, closing a stake of 335 shares — an estimated $32.2K sold.

Laffer Tengler Investments first reported a position in OTIS in Q2 2020 and held it in 16 quarters. The position peaked at $92.1K in Q2 2020. 1,199 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

Laffer Tengler Investments reported no remaining Otis Worldwide position as of Q3 2024 after selling out during the quarter.
Laffer Tengler Investments sold 335 Otis Worldwide shares in Q3 2024, an estimated $32.2K.
Laffer Tengler Investments first reported a position in Otis Worldwide in Q2 2020 and held it in 16 quarters.
Laffer Tengler Investments's Otis Worldwide position peaked at $92.1K in Q2 2020.
1,199 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.