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Olympiad Research’s Otis Worldwide OTIS Stock Holding History

Olympiad Research’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
Q4 		– Sell
-2,182
Closed -$227K – 365
2024
Q3 		$227K Buy
+2,182
New +$208K 0.15% 248
2024
Q1 		– Sell
-5,986
Closed -$536K – 452
2023
Q4 		$536K Sell
5,986
-337
-5% -$28K 0.42% 51
2023
Q3 		$508K Buy
6,323
+3,003
+90% +$257K 0.5% 28
2023
Q2 		$296K Sell
3,320
-1,137
-26% -$95.8K 0.29% 121
2023
Q1 		$376K Buy
+4,457
New +$369K 0.44% 55
2022
Q3 		$214K Buy
+3,353
New +$245K 0.12% 196

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

Olympiad Research's OTIS Position: Q4 2024 in Review

Olympiad Research sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 2,182 shares — an estimated $227K sold.

Olympiad Research first reported a position in OTIS in Q3 2022 and held it in 6 quarters. The position peaked at $536K in Q4 2023. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

  • Olympiad Research reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
  • Olympiad Research sold 2,182 Otis Worldwide shares in Q4 2024, an estimated $227K.
  • Olympiad Research first reported a position in Otis Worldwide in Q3 2022 and held it in 6 quarters.
  • Olympiad Research's Otis Worldwide position peaked at $536K in Q4 2023.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Olympiad Research's 13F filing for Q4 2024, filed 3 Feb 2025.