Lombard Odier Asset Management (Europe)’s Otis Worldwide OTIS Stock Holding History

Lombard Odier Asset Management (Europe)’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	-23,142	Closed	-$2.3M	–	290
2024 Q1	$2.3M	Buy	23,142 +1,737	+8%	+$161K	0.14%	151
2023 Q4	$1.92M	Buy	+21,405	New	+$1.78M	0.11%	163
2021 Q2	–	Sell	-4,097	Closed	-$280K	–	208
2021 Q1	$280K	Buy	+4,097	New	+$268K	0.02%	191
2020 Q4	–	Sell	-3,695	Closed	-$231K	–	335
2020 Q3	$231K	Buy	+3,695	New	+$226K	0.01%	307

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 $315B AUM 27.84% 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

Lombard Odier Asset Management (Europe)'s OTIS Position: Q2 2024 in Review

Lombard Odier Asset Management (Europe) sold out of Otis Worldwide (OTIS) in Q2 2024, closing a stake of 23,142 shares — an estimated $2.3M sold.

Lombard Odier Asset Management (Europe) first reported a position in OTIS in Q3 2020 and held it in 4 quarters. The position peaked at $2.3M in Q1 2024. 1,189 funds tracked by Wall St. Rank hold OTIS as of Q2 2024.

Lombard Odier Asset Management (Europe) reported no remaining Otis Worldwide position as of Q2 2024 after selling out during the quarter.
Lombard Odier Asset Management (Europe) sold 23,142 Otis Worldwide shares in Q2 2024, an estimated $2.3M.
Lombard Odier Asset Management (Europe) first reported a position in Otis Worldwide in Q3 2020 and held it in 4 quarters.
Lombard Odier Asset Management (Europe)'s Otis Worldwide position peaked at $2.3M in Q1 2024.
1,189 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2024.

Based on Lombard Odier Asset Management (Europe)'s 13F filing for Q2 2024, filed 14 Aug 2024.