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Paradigm Asset Management’s Otis Worldwide OTIS Stock Holding History

Paradigm Asset 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
Q4 		– Sell
-11,500
Closed -$1.2M – 561
2024
Q3 		$1.2M Hold
11,500
– – 0.31% 138
2024
Q2 		$1.11M Buy
+11,500
New +$1.11M 0.31% 139
2020
Q4 		– Sell
-3,000
Closed -$187K – 419
2020
Q3 		$187K Sell
3,000
-500
-14% -$30.6K 0.06% 324
2020
Q2 		$199K Buy
+3,500
New +$181K 0.06% 323

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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Paradigm Asset Management's OTIS Position: Q4 2024 in Review

Paradigm Asset Management sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 11,500 shares — an estimated $1.2M sold.

Paradigm Asset Management first reported a position in OTIS in Q2 2020 and held it in 4 quarters. The position peaked at $1.2M in Q3 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

  • Paradigm Asset Management reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
  • Paradigm Asset Management sold 11,500 Otis Worldwide shares in Q4 2024, an estimated $1.2M.
  • Paradigm Asset Management first reported a position in Otis Worldwide in Q2 2020 and held it in 4 quarters.
  • Paradigm Asset Management's Otis Worldwide position peaked at $1.2M in Q3 2024.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Paradigm Asset Management's 13F filing for Q4 2024, filed 3 Feb 2025.