QP
OTIS icon

Quilter Plc’s Otis Worldwide OTIS Stock Holding History

Quilter Plc’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
2023
Q4 		– Sell
-807
Closed -$805K – 203
2023
Q3 		$805K Hold
807
– – ﹤0.01% 177
2023
Q2 		$801K Sell
807
-125
-13% -$10.5K ﹤0.01% 187
2023
Q1 		$925K Buy
+932
New +$77.1K ﹤0.01% 166
2021
Q1 		– Sell
-4,734
Closed -$320K – 370
2020
Q4 		$320K Hold
4,734
– – 0.01% 206
2020
Q3 		$296K Sell
4,734
-223
-4% -$13.6K 0.01% 194
2020
Q2 		$282K Buy
+4,957
New +$257K 0.01% 191

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return