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PSI Advisors’s Otis Worldwide OTIS Stock Holding History

PSI Advisors’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
Closed -$208 – 905
2024
Q3 		$208 Hold
2
– – ﹤0.01% 844
2024
Q2 		$193 Hold
2
– – ﹤0.01% 826
2024
Q1 		$199 Hold
2
– – ﹤0.01% 761
2023
Q4 		$179 Hold
2
– – ﹤0.01% 829
2023
Q3 		$161 Hold
2
– – ﹤0.01% 810
2023
Q2 		$178 Hold
2
– – ﹤0.01% 798
2023
Q1 		$169 Hold
2
– – ﹤0.01% 747
2022
Q4 		$157 Hold
2
– – ﹤0.01% 736
2022
Q3 		$0 Buy
+2
New +$146 ﹤0.01% 814
2022
Q2 		– Sell
-2
Closed – – 828
2022
Q1 		$0 Hold
2
– – ﹤0.01% 777
2021
Q4 		$0 Buy
+2
New +$167 ﹤0.01% 802

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

PSI Advisors's OTIS Position: Q4 2024 in Review

PSI Advisors sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 2 shares — an estimated $208 sold.

PSI Advisors first reported a position in OTIS in Q4 2021 and held it in 11 quarters. The position peaked at $208 in Q3 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

  • PSI Advisors reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
  • PSI Advisors sold 2 Otis Worldwide shares in Q4 2024, an estimated $208.
  • PSI Advisors first reported a position in Otis Worldwide in Q4 2021 and held it in 11 quarters.
  • PSI Advisors's Otis Worldwide position peaked at $208 in Q3 2024.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on PSI Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.