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M Holdings Securities’s Otis Worldwide OTIS Stock Holding History

M Holdings Securities’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
-28,548
Closed -$2.55M – 171
2023
Q4 		$2.55M Buy
+28,548
New +$2.37M 0.29% 65
2023
Q3 		– Sell
-13,950
Closed -$1.24M – 270
2023
Q2 		$1.24M Sell
13,950
-15,175
-52% -$1.28M 0.26% 56
2023
Q1 		$2.46M Sell
29,125
-601
-2% -$49.7K 0.25% 77
2022
Q4 		$2.33M Buy
29,726
+35
+0.1% +$2.58K 0.25% 85
2022
Q3 		$1.89M Buy
29,691
+7,680
+35% +$562K 0.21% 90
2022
Q2 		$1.56M Buy
22,011
+3,766
+21% +$277K 0.16% 111
2022
Q1 		$1.4M Buy
+18,245
New +$1.46M 0.11% 152
2021
Q2 		$1.8M Buy
21,986
+1,453
+7% +$112K 0.18% 110
2021
Q1 		$1.41M Buy
20,533
+2,210
+12% +$144K 0.13% 151
2020
Q4 		$1.24M Sell
18,323
-16
-0.1% -$1.04K 0.16% 116
2020
Q3 		$1.15M Sell
18,339
-3,027
-14% -$185K 0.18% 105
2020
Q2 		$1.22M Buy
+21,366
New +$1.11M 0.22% 95

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 $3.38T AUM 44.17% 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

M Holdings Securities's OTIS Position: Q1 2024 in Review

M Holdings Securities sold out of Otis Worldwide (OTIS) in Q1 2024, closing a stake of 28,548 shares — an estimated $2.55M sold.

M Holdings Securities first reported a position in OTIS in Q2 2020 and held it in 12 quarters. The position peaked at $2.55M in Q4 2023. 1,202 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

  • M Holdings Securities reported no remaining Otis Worldwide position as of Q1 2024 after selling out during the quarter.
  • M Holdings Securities sold 28,548 Otis Worldwide shares in Q1 2024, an estimated $2.55M.
  • M Holdings Securities first reported a position in Otis Worldwide in Q2 2020 and held it in 12 quarters.
  • M Holdings Securities's Otis Worldwide position peaked at $2.55M in Q4 2023.
  • 1,202 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on M Holdings Securities's 13F filing for Q1 2024, filed 14 May 2024.