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Raymond James Financial Services Advisors’s Otis Worldwide OTIS Stock Holding History

Raymond James Financial Services 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
Q3 		$5.99M Buy
57,600
+666
+1% +$63.5K 0.01% 1131
2024
Q2 		$5.48M Sell
56,934
-9,149
-14% -$882K 0.01% 1116
2024
Q1 		$6.56M Buy
66,083
+3,621
+6% +$335K 0.01% 993
2023
Q4 		$5.59M Sell
62,462
-9,518
-13% -$791K 0.01% 1030
2023
Q3 		$5.78M Sell
71,980
-967
-1% -$82.7K 0.01% 942
2023
Q2 		$6.49M Buy
72,947
+6,778
+10% +$571K 0.01% 894
2023
Q1 		$5.58M Sell
66,169
-4,145
-6% -$343K 0.01% 942
2022
Q4 		$5.51M Sell
70,314
-2,837
-4% -$209K 0.01% 909
2022
Q3 		$4.67M Buy
73,151
+794
+1% +$58.1K 0.01% 949
2022
Q2 		$5.11M Buy
72,357
+1,460
+2% +$108K 0.01% 917
2022
Q1 		$5.46M Sell
70,897
-2,496
-3% -$199K 0.01% 955
2021
Q4 		$6.39M Sell
73,393
-7,959
-10% -$666K 0.01% 901
2021
Q3 		$6.69M Sell
81,352
-3,650
-4% -$321K 0.01% 827
2021
Q2 		$6.95M Sell
85,002
-718
-0.8% -$55.3K 0.01% 820
2021
Q1 		$5.87M Sell
85,720
-1,521
-2% -$99.4K 0.01% 829
2020
Q4 		$5.89M Sell
87,241
-1,948
-2% -$126K 0.01% 763
2020
Q3 		$5.57M Sell
89,189
-38,029
-30% -$2.33M 0.02% 712
2020
Q2 		$7.23M Buy
+127,218
New +$6.59M 0.02% 576

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Raymond James Financial Services Advisors's OTIS Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Otis Worldwide (OTIS) stake by 1.2% in Q3 2024, buying an estimated $63.5K and bringing the position to 57,600 shares worth $5.99M. The position accounts for 0.01% of the portfolio, ranked #1131.

Raymond James Financial Services Advisors first reported a position in OTIS in Q2 2020 and has held it in 18 quarters since. The position peaked at $7.23M in Q2 2020. 1,198 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

  • Raymond James Financial Services Advisors held 57,600 shares of Otis Worldwide worth $5.99M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 666 Otis Worldwide shares in Q3 2024, an estimated $63.5K.
  • Otis Worldwide made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1131 holding.
  • Raymond James Financial Services Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 18 quarters since.
  • Raymond James Financial Services Advisors's Otis Worldwide position peaked at $7.23M in Q2 2020.
  • 1,198 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.