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Natixis Investment Managers International’s Otis Worldwide OTIS Stock Holding History

Natixis Investment Managers International’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
Q3 		– Sell
-2,365
Closed -$228K – 226
2024
Q2 		$228K Sell
2,365
-2,555
-52% -$246K 0.02% 117
2024
Q1 		$488K Sell
4,920
-2,945
-37% -$272K 0.03% 105
2023
Q4 		$704K Sell
7,865
-55
-0.7% -$4.57K 0.05% 93
2023
Q3 		$636K Hold
7,920
– – 0.05% 90
2023
Q2 		$705K Sell
7,920
-2,805
-26% -$236K 0.05% 83
2023
Q1 		$905K Sell
10,725
-1,190
-10% -$98.5K 0.07% 81
2022
Q4 		$933K Hold
11,915
– – 0.07% 77
2022
Q3 		$760K Buy
11,915
+680
+6% +$49.7K 0.06% 80
2022
Q2 		$793K Sell
11,235
-265
-2% -$19.5K 0.02% 249
2022
Q1 		$884K Buy
11,500
+2,490
+28% +$199K 0.02% 231
2021
Q4 		$784K Sell
9,010
-1,625
-15% -$136K 0.04% 92
2021
Q3 		$875K Hold
10,635
– – 0.05% 83
2021
Q2 		$869K Hold
10,635
– – 0.05% 91
2021
Q1 		$727K Sell
10,635
-8,515
-44% -$557K 0.05% 94
2020
Q4 		$1.29M Buy
+19,150
New +$1.24M 0.09% 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
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

Natixis Investment Managers International's OTIS Position: Q3 2024 in Review

Natixis Investment Managers International sold out of Otis Worldwide (OTIS) in Q3 2024, closing a stake of 2,365 shares — an estimated $228K sold.

Natixis Investment Managers International first reported a position in OTIS in Q4 2020 and held it in 15 quarters. The position peaked at $1.29M in Q4 2020. 1,198 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

  • Natixis Investment Managers International reported no remaining Otis Worldwide position as of Q3 2024 after selling out during the quarter.
  • Natixis Investment Managers International sold 2,365 Otis Worldwide shares in Q3 2024, an estimated $228K.
  • Natixis Investment Managers International first reported a position in Otis Worldwide in Q4 2020 and held it in 15 quarters.
  • Natixis Investment Managers International's Otis Worldwide position peaked at $1.29M in Q4 2020.
  • 1,198 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on Natixis Investment Managers International's 13F filing for Q3 2024, filed 13 Nov 2024.