LifeSteps Financial’s Otis Worldwide OTIS Stock Holding History

LifeSteps Financial’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 Q2	–	Sell	-311	Closed	-$30.9K	–	307
2024 Q1	$30.9K	Buy	+311	New	+$28.7K	0.02%	190

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

LifeSteps Financial's OTIS Position: Q2 2024 in Review

LifeSteps Financial sold out of Otis Worldwide (OTIS) in Q2 2024, closing a stake of 311 shares — an estimated $30.9K sold.

LifeSteps Financial first reported a position in OTIS in Q1 2024 and held it in 1 quarter. The position peaked at $30.9K in Q1 2024. 1,188 funds tracked by Wall St. Rank hold OTIS as of Q2 2024.

LifeSteps Financial reported no remaining Otis Worldwide position as of Q2 2024 after selling out during the quarter.
LifeSteps Financial sold 311 Otis Worldwide shares in Q2 2024, an estimated $30.9K.
LifeSteps Financial first reported a position in Otis Worldwide in Q1 2024 and held it in 1 quarter.
LifeSteps Financial's Otis Worldwide position peaked at $30.9K in Q1 2024.
1,188 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2024.

Based on LifeSteps Financial's 13F filing for Q2 2024, filed 17 Jul 2024.