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	–	–	831
2022 Q1	$0	Hold	2	–	–	﹤0.01%	780
2021 Q4	$0	Buy	+2	New	+$167	﹤0.01%	803

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Oslo, Norway $935B AUM