Northwest Investment Counselors’s Otis Worldwide OTIS Stock Holding History

Northwest Investment Counselors’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	$28.3K	Buy	+272	New	+$25.9K	0.01%	304
2024 Q2	–	Sell	-405	Closed	-$40.2K	–	397
2024 Q1	$40.2K	Buy	+405	New	+$37.4K	0.01%	250
2023 Q4	–	Sell	-405	Closed	-$32.5K	–	412
2023 Q3	$32.5K	Hold	405	–	–	0.01%	264
2023 Q2	$36.1K	Hold	405	–	–	0.01%	269
2023 Q1	$34.2K	Buy	405 +5	+1%	+$414	0.01%	275
2022 Q4	$31.3K	Buy	+400	New	+$29.5K	0.01%	289
2021 Q2	–	Sell	-124	Closed	-$8K	–	345
2021 Q1	$8K	Buy	+124	New	+$8.11K	﹤0.01%	387
2020 Q4	–	Sell	-137	Closed	-$9K	–	342
2020 Q3	$9K	Buy	+137	New	+$8.38K	﹤0.01%	339

Other funds holding OTIS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Northwest Investment Counselors's OTIS Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Otis Worldwide (OTIS) in Q3 2024: 272 shares worth $28.3K. The stake represents 0.01% of the portfolio and ranks #304 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in OTIS as recently as Q1 2024.

Northwest Investment Counselors first reported a position in OTIS in Q3 2020 and has held it in 8 quarters since. The position peaked at $40.2K in Q1 2024. 1,198 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

Northwest Investment Counselors held 272 shares of Otis Worldwide worth $28.3K as of Q3 2024.
Otis Worldwide was a new Northwest Investment Counselors position in Q3 2024.
Otis Worldwide made up 0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #304 holding.
Northwest Investment Counselors first reported a position in Otis Worldwide in Q3 2020 and has held it in 8 quarters since.
Northwest Investment Counselors's Otis Worldwide position peaked at $40.2K in Q1 2024.
1,198 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.