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Paloma Partners’s Otis Worldwide OTIS Stock Holding History

Paloma Partners’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 		– Sell
-55,800
Closed -$5.37M – 1542
2024
Q2 		$5.37M Buy
+55,800
New +$5.38M 0.15% 110
2023
Q4 		– Sell
-6,900
Closed -$554K – 886
2023
Q3 		$554K Buy
+6,900
New +$590K 0.02% 465
2022
Q2 		– Sell
-2,900
Closed -$223K – 1570
2022
Q1 		$223K Buy
+2,900
New +$232K 0.01% 1336

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 $3.37T 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
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

Paloma Partners's OTIS Position: Q4 2024 in Review

Paloma Partners sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 17,237 shares — an estimated $1.79M sold.

Paloma Partners first reported a position in OTIS in Q2 2020 and held it in 11 quarters. The position peaked at $14M in Q3 2021. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

  • Paloma Partners reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 17,237 Otis Worldwide shares in Q4 2024, an estimated $1.79M.
  • Paloma Partners first reported a position in Otis Worldwide in Q2 2020 and held it in 11 quarters.
  • Paloma Partners's Otis Worldwide position peaked at $14M in Q3 2021.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.