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Northwest Capital Management’s Otis Worldwide OTIS Stock Holding History

Northwest Capital 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
Q2 		– Sell
-23
Closed -$2.28K – 531
2024
Q1 		$2.28K Hold
23
– – ﹤0.01% 481
2023
Q4 		$2.06K Hold
23
– – ﹤0.01% 480
2023
Q3 		$1.85K Hold
23
– – ﹤0.01% 478
2023
Q2 		$2.05K Buy
+23
New +$1.94K ﹤0.01% 481

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Northwest Capital Management's OTIS Position: Q2 2024 in Review

Northwest Capital Management sold out of Otis Worldwide (OTIS) in Q2 2024, closing a stake of 23 shares — an estimated $2.28K sold.

Northwest Capital Management first reported a position in OTIS in Q2 2023 and held it in 4 quarters. The position peaked at $2.28K in Q1 2024. 1,190 funds tracked by Wall St. Rank hold OTIS as of Q2 2024.

  • Northwest Capital Management reported no remaining Otis Worldwide position as of Q2 2024 after selling out during the quarter.
  • Northwest Capital Management sold 23 Otis Worldwide shares in Q2 2024, an estimated $2.28K.
  • Northwest Capital Management first reported a position in Otis Worldwide in Q2 2023 and held it in 4 quarters.
  • Northwest Capital Management's Otis Worldwide position peaked at $2.28K in Q1 2024.
  • 1,190 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2024.

Based on Northwest Capital Management's 13F filing for Q2 2024, filed 9 Jul 2024.