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Planned Solutions’s Otis Worldwide OTIS Stock Holding History

Planned Solutions’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
-186
Closed -$19.3K – 471
2024
Q3 		$19.3K Buy
+186
New +$17.7K 0.01% 392
2024
Q1 		– Sell
-186
Closed -$16.6K – 404
2023
Q4 		$16.6K Buy
+186
New +$15.5K 0.01% 385
2021
Q1 		– Sell
-212
Closed -$14K – 298
2020
Q4 		$14K Hold
212
– – 0.01% 307
2020
Q3 		$13K Buy
+212
New +$13K 0.01% 245

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

Planned Solutions's OTIS Position: Q4 2024 in Review

Planned Solutions sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 186 shares — an estimated $19.3K sold.

Planned Solutions first reported a position in OTIS in Q3 2020 and held it in 4 quarters. The position peaked at $19.3K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

  • Planned Solutions reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 186 Otis Worldwide shares in Q4 2024, an estimated $19.3K.
  • Planned Solutions first reported a position in Otis Worldwide in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Otis Worldwide position peaked at $19.3K in Q3 2024.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.