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Middleton & Co’s Otis Worldwide OTIS Stock Holding History

Middleton & Co’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
-2,300
Closed -$206K – 170
2023
Q4 		$206K Buy
+2,300
New +$191K 0.03% 152
2023
Q3 		– Sell
-3,017
Closed -$269K – 154
2023
Q2 		$269K Sell
3,017
-2,069
-41% -$174K 0.04% 134
2023
Q1 		$429K Sell
5,086
-3,055
-38% -$253K 0.06% 115
2022
Q4 		$638K Sell
8,141
-16,277
-67% -$1.2M 0.09% 103
2022
Q3 		$1.56M Sell
24,418
-27,713
-53% -$2.03M 0.24% 76
2022
Q2 		$3.69M Sell
52,131
-34,037
-40% -$2.51M 0.47% 58
2022
Q1 		$6.63M Sell
86,168
-1,350
-2% -$108K 0.71% 53
2021
Q4 		$7.62M Buy
87,518
+2,244
+3% +$188K 0.74% 51
2021
Q3 		$7.02M Buy
85,274
+432
+0.5% +$38K 0.75% 47
2021
Q2 		$6.94M Sell
84,842
-1,006
-1% -$77.4K 0.75% 45
2021
Q1 		$5.88M Buy
85,848
+10,515
+14% +$687K 0.66% 52
2020
Q4 		$5.09M Buy
75,333
+30,934
+70% +$2.01M 0.6% 50
2020
Q3 		$2.77M Buy
44,399
+982
+2% +$60.1K 0.37% 64
2020
Q2 		$2.47M Buy
+43,417
New +$2.25M 0.36% 66

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Middleton & Co's OTIS Position: Q1 2024 in Review

Middleton & Co sold out of Otis Worldwide (OTIS) in Q1 2024, closing a stake of 2,300 shares — an estimated $206K sold.

Middleton & Co first reported a position in OTIS in Q2 2020 and held it in 14 quarters. The position peaked at $7.62M in Q4 2021. 1,201 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

  • Middleton & Co reported no remaining Otis Worldwide position as of Q1 2024 after selling out during the quarter.
  • Middleton & Co sold 2,300 Otis Worldwide shares in Q1 2024, an estimated $206K.
  • Middleton & Co first reported a position in Otis Worldwide in Q2 2020 and held it in 14 quarters.
  • Middleton & Co's Otis Worldwide position peaked at $7.62M in Q4 2021.
  • 1,201 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Middleton & Co's 13F filing for Q1 2024, filed 14 May 2024.