Mine & Arao Wealth Creation & Management’s Otis Worldwide OTIS Stock Holding History

Mine & Arao Wealth Creation & 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 Q2	–	Sell	-75	Closed	-$7.45K	–	270
2024 Q1	$7.45K	Hold	75	–	–	﹤0.01%	229
2023 Q4	$6.71K	Hold	75	–	–	﹤0.01%	239
2023 Q3	$6.02K	Hold	75	–	–	﹤0.01%	243
2023 Q2	$6.68K	Hold	75	–	–	﹤0.01%	249
2023 Q1	$6.33K	Hold	75	–	–	﹤0.01%	250
2022 Q4	$5.87K	Hold	75	–	–	﹤0.01%	251
2022 Q3	$5K	Hold	75	–	–	﹤0.01%	278
2022 Q2	$5K	Hold	75	–	–	﹤0.01%	272
2022 Q1	$6K	Hold	75	–	–	﹤0.01%	266
2021 Q4	$7K	Hold	75	–	–	﹤0.01%	257
2021 Q3	$6K	Hold	75	–	–	﹤0.01%	245
2021 Q2	$6K	Hold	75	–	–	﹤0.01%	239
2021 Q1	$5K	Hold	75	–	–	﹤0.01%	237
2020 Q4	$5K	Hold	75	–	–	﹤0.01%	238
2020 Q3	$5K	Buy	75 +38	+103%	+$2.32K	﹤0.01%	226
2020 Q2	$2K	Buy	+37	New	+$1.92K	﹤0.01%	225

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Norges Bank Oslo, Norway $1T AUM

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's OTIS Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Otis Worldwide (OTIS) in Q2 2024, closing a stake of 75 shares — an estimated $7.45K sold.

Mine & Arao Wealth Creation & Management first reported a position in OTIS in Q2 2020 and held it in 16 quarters. The position peaked at $7.45K in Q1 2024. 1,191 funds tracked by Wall St. Rank hold OTIS as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining Otis Worldwide position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 75 Otis Worldwide shares in Q2 2024, an estimated $7.45K.
Mine & Arao Wealth Creation & Management first reported a position in Otis Worldwide in Q2 2020 and held it in 16 quarters.
Mine & Arao Wealth Creation & Management's Otis Worldwide position peaked at $7.45K in Q1 2024.
1,191 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.