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Maven Securities’s Otis Worldwide OTIS Stock Holding History

Maven 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
2023
Q2 		– Sell
-4,200
Closed -$354K – 998
2023
Q1 		$354K Sell
4,200
-2,600
-38% -$215K 0.01% 748
2022
Q4 		$533K Sell
6,800
-2,600
-28% -$192K 0.01% 572
2022
Q3 		$600K Buy
9,400
+5,900
+169% +$432K 0.01% 727
2022
Q2 		$247K Buy
+3,500
New +$258K 0.01% 793

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Maven Securities's OTIS Position: Q3 2024 in Review

Maven Securities sold out of Otis Worldwide (OTIS) in Q3 2024, closing a stake of 2,245 shares — an estimated $216K sold.

Maven Securities first reported a position in OTIS in Q1 2022 and held it in 3 quarters. The position peaked at $629K in Q1 2022. 1,197 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

  • Maven Securities reported no remaining Otis Worldwide position as of Q3 2024 after selling out during the quarter.
  • Maven Securities sold 2,245 Otis Worldwide shares in Q3 2024, an estimated $216K.
  • Maven Securities first reported a position in Otis Worldwide in Q1 2022 and held it in 3 quarters.
  • Maven Securities's Otis Worldwide position peaked at $629K in Q1 2022.
  • 1,197 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on Maven Securities's 13F filing for Q3 2024, filed 14 Nov 2024.