M&R Capital Management’s Otis Worldwide OTIS Stock Holding History

M&R Capital 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	$73.2K	Hold	704	–	–	0.02%	212
2024 Q2	$67.8K	Sell	704 -19	-3%	-$1.83K	0.02%	204
2024 Q1	$71.8K	Sell	723 -50	-6%	-$4.62K	0.02%	202
2023 Q4	$69.2K	Buy	773 +64	+9%	+$5.32K	0.02%	226
2023 Q3	$56.9K	Sell	709 -50	-7%	-$4.28K	0.02%	227
2023 Q2	$67.6K	Hold	759	–	–	0.02%	219
2023 Q1	$64.1K	Hold	759	–	–	0.02%	214
2022 Q4	$59.4K	Hold	759	–	–	0.02%	215
2022 Q3	$48K	Hold	759	–	–	0.01%	222
2022 Q2	$53K	Sell	759 -180	-19%	-$13.3K	0.01%	221
2022 Q1	$72K	Hold	939	–	–	0.02%	207
2021 Q4	$81K	Hold	939	–	–	0.02%	205
2021 Q3	$77K	Sell	939 -5	-0.5%	-$440	0.02%	210
2021 Q2	$77K	Hold	944	–	–	0.02%	214
2021 Q1	$64K	Sell	944 -712	-43%	-$46.5K	0.02%	209
2020 Q4	$111K	Hold	1,656	–	–	0.03%	193
2020 Q3	$103K	Sell	1,656 -62	-4%	-$3.79K	0.03%	191
2020 Q2	$97K	Buy	+1,718	New	+$89K	0.03%	190

Other funds holding OTIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

M&R Capital Management's OTIS Position: Q3 2024 in Review

M&R Capital Management held its Otis Worldwide (OTIS) position steady in Q3 2024 at 704 shares worth $73.2K. The position accounts for 0.02% of the portfolio, ranked #212.

M&R Capital Management first reported a position in OTIS in Q2 2020 and has held it in 18 quarters since. The position peaked at $111K in Q4 2020. 1,198 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

M&R Capital Management held 704 shares of Otis Worldwide worth $73.2K as of Q3 2024.
M&R Capital Management left its Otis Worldwide share count unchanged in Q3 2024.
Otis Worldwide made up 0.02% of M&R Capital Management's portfolio in Q3 2024, its #212 holding.
M&R Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 18 quarters since.
M&R Capital Management's Otis Worldwide position peaked at $111K in Q4 2020.
1,198 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.