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Register Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Register Financial 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 		– Sell
-580
Closed -$55.8K – 575
2024
Q2 		$55.8K Hold
580
– – 0.03% 332
2024
Q1 		$57.6K Buy
+580
New +$53.6K 0.03% 326
2023
Q4 		– Sell
-800
Closed -$64.2K – 530
2023
Q3 		$64.2K Hold
800
– – 0.05% 239
2023
Q2 		$71.2K Buy
800
+150
+23% +$12.6K 0.05% 230
2023
Q1 		$54.9K Buy
650
+200
+44% +$16.6K 0.04% 237
2022
Q4 		$35.2K Buy
+450
New +$33.2K 0.02% 434

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
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $2.9T AUM 29.55% 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 $298B AUM 21.96% 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