Nichols & Pratt Advisers’s Otis Worldwide OTIS Stock Holding History

Nichols & Pratt Advisers’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 Q1	–	Sell	-2,315	Closed	-$207K	–	104
2023 Q4	$207K	Buy	+2,315	New	+$192K	0.01%	102
2021 Q4	–	Sell	-3,467	Closed	-$286K	–	104
2021 Q3	$286K	Sell	3,467 -3,425	-50%	-$301K	0.02%	92
2021 Q2	$564K	Sell	6,892 -6,740	-49%	-$519K	0.04%	79
2021 Q1	$933K	Sell	13,632 -2,964	-18%	-$194K	0.07%	71
2020 Q4	$1.12M	Sell	16,596 -9,012	-35%	-$585K	0.09%	63
2020 Q3	$1.6M	Sell	25,608 -42,559	-62%	-$2.6M	0.14%	51
2020 Q2	$3.88M	Buy	+68,167	New	+$3.53M	0.35%	46

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nichols & Pratt Advisers's OTIS Position: Q1 2024 in Review

Nichols & Pratt Advisers sold out of Otis Worldwide (OTIS) in Q1 2024, closing a stake of 2,315 shares — an estimated $207K sold.

Nichols & Pratt Advisers first reported a position in OTIS in Q2 2020 and held it in 7 quarters. The position peaked at $3.88M in Q2 2020. 1,201 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

Nichols & Pratt Advisers reported no remaining Otis Worldwide position as of Q1 2024 after selling out during the quarter.
Nichols & Pratt Advisers sold 2,315 Otis Worldwide shares in Q1 2024, an estimated $207K.
Nichols & Pratt Advisers first reported a position in Otis Worldwide in Q2 2020 and held it in 7 quarters.
Nichols & Pratt Advisers's Otis Worldwide position peaked at $3.88M in Q2 2020.
1,201 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Nichols & Pratt Advisers's 13F filing for Q1 2024, filed 29 Apr 2024.