Manning & Napier Group’s Otis Worldwide OTIS Stock Holding History

Manning & Napier Group’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	$240K	Hold	2,424	–	–	﹤0.01%	231
2023 Q4	$217K	Buy	+2,424	New	+$202K	﹤0.01%	230

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Manning & Napier Group's OTIS Position: Q1 2024 in Review

Manning & Napier Group held its Otis Worldwide (OTIS) position steady in Q1 2024 at 2,424 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Manning & Napier Group first reported a position in OTIS in Q4 2023 and has held it in 2 quarters since. 1,200 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

Manning & Napier Group held 2,424 shares of Otis Worldwide worth $240K as of Q1 2024.
Manning & Napier Group left its Otis Worldwide share count unchanged in Q1 2024.
Otis Worldwide made up ﹤0.01% of Manning & Napier Group's portfolio in Q1 2024, its #231 holding.
Manning & Napier Group first reported a position in Otis Worldwide in Q4 2023 and has held it in 2 quarters since.
1,200 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Manning & Napier Group's 13F filing for Q1 2024, filed 15 Apr 2024.