NCTC
OTIS icon

New Covenant Trust Company’s Otis Worldwide OTIS Stock Holding History

New Covenant Trust Company’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
-133
Closed -$13.2K – 318
2024
Q1 		$13.2K Buy
+133
New +$12.3K 0.01% 313

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

New Covenant Trust Company's OTIS Position: Q2 2024 in Review

New Covenant Trust Company sold out of Otis Worldwide (OTIS) in Q2 2024, closing a stake of 133 shares — an estimated $13.2K sold.

New Covenant Trust Company first reported a position in OTIS in Q1 2024 and held it in 1 quarter. The position peaked at $13.2K in Q1 2024. 1,188 funds tracked by Wall St. Rank hold OTIS as of Q2 2024.

  • New Covenant Trust Company reported no remaining Otis Worldwide position as of Q2 2024 after selling out during the quarter.
  • New Covenant Trust Company sold 133 Otis Worldwide shares in Q2 2024, an estimated $13.2K.
  • New Covenant Trust Company first reported a position in Otis Worldwide in Q1 2024 and held it in 1 quarter.
  • New Covenant Trust Company's Otis Worldwide position peaked at $13.2K in Q1 2024.
  • 1,188 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2024.

Based on New Covenant Trust Company's 13F filing for Q2 2024, filed 30 Jul 2024.