Morse Asset Management’s Otis Worldwide OTIS Stock Holding History

Morse Asset 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 Q4	–	Sell	-1,250	Closed	-$130K	–	366
2024 Q3	$130K	Buy	+1,250	New	+$119K	0.03%	191

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Morse Asset Management's OTIS Position: Q4 2024 in Review

Morse Asset Management sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 1,250 shares — an estimated $130K sold.

Morse Asset Management first reported a position in OTIS in Q3 2024 and held it in 1 quarter. The position peaked at $130K in Q3 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

Morse Asset Management reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
Morse Asset Management sold 1,250 Otis Worldwide shares in Q4 2024, an estimated $130K.
Morse Asset Management first reported a position in Otis Worldwide in Q3 2024 and held it in 1 quarter.
Morse Asset Management's Otis Worldwide position peaked at $130K in Q3 2024.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Morse Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.