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Lake Street Advisors Group’s Otis Worldwide OTIS Stock Holding History

Lake Street Advisors 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
Q4 		$213K Buy
2,297
+154
+7% +$15.4K 0.01% 546
2024
Q3 		$223K Sell
2,143
-4
-0.2% -$381 0.01% 538
2024
Q2 		$207K Sell
2,147
-419
-16% -$40.4K 0.01% 532
2024
Q1 		$255K Buy
2,566
+128
+5% +$11.8K 0.01% 496
2023
Q4 		$218K Buy
+2,438
New +$203K 0.01% 524

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $935B AUM

Lake Street Advisors Group's OTIS Position: Q4 2024 in Review

Lake Street Advisors Group increased its Otis Worldwide (OTIS) stake by 7.2% in Q4 2024, buying an estimated $15.4K and bringing the position to 2,297 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #546.

Lake Street Advisors Group first reported a position in OTIS in Q4 2023 and has held it in 5 quarters since. The position peaked at $255K in Q1 2024. 1,231 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

  • Lake Street Advisors Group held 2,297 shares of Otis Worldwide worth $213K as of Q4 2024.
  • Lake Street Advisors Group bought 154 Otis Worldwide shares in Q4 2024, an estimated $15.4K.
  • Otis Worldwide made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #546 holding.
  • Lake Street Advisors Group first reported a position in Otis Worldwide in Q4 2023 and has held it in 5 quarters since.
  • Lake Street Advisors Group's Otis Worldwide position peaked at $255K in Q1 2024.
  • 1,231 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.