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Planning Capital Management Corporation’s Otis Worldwide OTIS Stock Holding History

Planning Capital Management Corporation’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
-17
Closed -$1.64K – 876
2024
Q2 		$1.64K Hold
17
– – ﹤0.01% 550
2024
Q1 		$1.69K Sell
17
-50
-75% -$4.62K ﹤0.01% 575
2023
Q4 		$6K Buy
+67
New +$5.57K ﹤0.01% 462

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Geode Capital Management
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Norges Bank
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Planning Capital Management Corporation's OTIS Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Otis Worldwide (OTIS) in Q3 2024, closing a stake of 17 shares — an estimated $1.64K sold.

Planning Capital Management Corporation first reported a position in OTIS in Q4 2023 and held it in 3 quarters. The position peaked at $6K in Q4 2023. 1,198 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Otis Worldwide position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 17 Otis Worldwide shares in Q3 2024, an estimated $1.64K.
  • Planning Capital Management Corporation first reported a position in Otis Worldwide in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Otis Worldwide position peaked at $6K in Q4 2023.
  • 1,198 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.