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Morningstar Investment Services’s Otis Worldwide OTIS Stock Holding History

Morningstar Investment Services’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
Q4 		– Sell
-3,437
Closed -$359K – 325
2024
Q3 		$359K Sell
3,437
-189
-5% -$18K ﹤0.01% 319
2024
Q2 		$348K Buy
3,626
+367
+11% +$35.4K ﹤0.01% 294
2024
Q1 		$325K Buy
+3,259
New +$301K ﹤0.01% 278

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Morningstar Investment Services's OTIS Position: Q4 2024 in Review

Morningstar Investment Services sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 3,437 shares — an estimated $359K sold.

Morningstar Investment Services first reported a position in OTIS in Q1 2024 and held it in 3 quarters. The position peaked at $359K in Q3 2024. 1,231 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

  • Morningstar Investment Services reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 3,437 Otis Worldwide shares in Q4 2024, an estimated $359K.
  • Morningstar Investment Services first reported a position in Otis Worldwide in Q1 2024 and held it in 3 quarters.
  • Morningstar Investment Services's Otis Worldwide position peaked at $359K in Q3 2024.
  • 1,231 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.