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Longbow Finance’s Otis Worldwide OTIS Stock Holding History

Longbow Finance’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
-82,034
Closed -$7.34M – 93
2023
Q4 		$7.34M Buy
82,034
+3,656
+5% +$304K 0.75% 49
2023
Q3 		$6.29M Sell
78,378
-220
-0.3% -$18.8K 0.76% 48
2023
Q2 		$7M Sell
78,598
-41
-0.1% -$3.45K 0.81% 47
2023
Q1 		$6.64M Buy
78,639
+766
+1% +$63.4K 0.84% 49
2022
Q4 		$6.1M Buy
+77,873
New +$5.75M 0.82% 50

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 $3.37T AUM 44.26% 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

Longbow Finance's OTIS Position: Q1 2024 in Review

Longbow Finance sold out of Otis Worldwide (OTIS) in Q1 2024, closing a stake of 82,034 shares — an estimated $7.34M sold.

Longbow Finance first reported a position in OTIS in Q4 2022 and held it in 5 quarters. The position peaked at $7.34M in Q4 2023. 1,201 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

  • Longbow Finance reported no remaining Otis Worldwide position as of Q1 2024 after selling out during the quarter.
  • Longbow Finance sold 82,034 Otis Worldwide shares in Q1 2024, an estimated $7.34M.
  • Longbow Finance first reported a position in Otis Worldwide in Q4 2022 and held it in 5 quarters.
  • Longbow Finance's Otis Worldwide position peaked at $7.34M in Q4 2023.
  • 1,201 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Longbow Finance's 13F filing for Q1 2024, filed 30 Apr 2024.