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Lummis Asset Management’s Otis Worldwide OTIS Stock Holding History

Lummis Asset Management’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
-50
Closed -$4.81K – 152
2024
Q2 		$4.81K Hold
50
– – 0.01% 112
2024
Q1 		$4.96K Hold
50
– – 0.01% 113
2023
Q4 		$4.47K Buy
+50
New +$4.16K ﹤0.01% 138

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lummis Asset Management's OTIS Position: Q3 2024 in Review

Lummis Asset Management sold out of Otis Worldwide (OTIS) in Q3 2024, closing a stake of 50 shares — an estimated $4.81K sold.

Lummis Asset Management first reported a position in OTIS in Q4 2023 and held it in 3 quarters. The position peaked at $4.96K in Q1 2024. 1,199 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

  • Lummis Asset Management reported no remaining Otis Worldwide position as of Q3 2024 after selling out during the quarter.
  • Lummis Asset Management sold 50 Otis Worldwide shares in Q3 2024, an estimated $4.81K.
  • Lummis Asset Management first reported a position in Otis Worldwide in Q4 2023 and held it in 3 quarters.
  • Lummis Asset Management's Otis Worldwide position peaked at $4.96K in Q1 2024.
  • 1,199 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on Lummis Asset Management's 13F filing for Q3 2024, filed 6 Nov 2024.