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Retirement Group’s Otis Worldwide OTIS Stock Holding History

Retirement Group’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
Q1 		$29K Buy
105
+87
+483% +$8.04K 0.01% 304
2023
Q4 		$17.1K Hold
18
– – 0.01% 366
2023
Q3 		$16.4K Hold
18
– – 0.01% 343
2023
Q2 		$17.2K Hold
18
– – 0.01% 339
2023
Q1 		$15K Hold
18
– – 0.01% 347
2022
Q4 		$15K Buy
+18
New +$1.33K 0.01% 313
2022
Q3 		– Sell
-36
Closed -$23K – 713
2022
Q2 		$23K Buy
36
+18
+100% +$1.33K 0.01% 300
2022
Q1 		$12K Buy
18
+11
+157% +$879 ﹤0.01% 430
2021
Q4 		$5K Buy
7
+2
+40% +$167 ﹤0.01% 529
2021
Q3 		$3K Buy
+5
New +$440 ﹤0.01% 491
2021
Q1 		– Sell
-8
Closed – – 774
2020
Q4 		$0 Sell
8
-86
-91% -$5.58K ﹤0.01% 717
2020
Q3 		$6K Buy
94
+51
+119% +$3.12K ﹤0.01% 470
2020
Q2 		$2K Buy
+43
New +$2.23K ﹤0.01% 553

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Retirement Group's OTIS Position: Q1 2024 in Review

Retirement Group increased its Otis Worldwide (OTIS) stake by 483% in Q1 2024, buying an estimated $8.04K and bringing the position to 105 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #304.

Retirement Group first reported a position in OTIS in Q2 2020 and has held it in 13 quarters since. 1,200 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

  • Retirement Group held 105 shares of Otis Worldwide worth $29K as of Q1 2024.
  • Retirement Group bought 87 Otis Worldwide shares in Q1 2024, an estimated $8.04K.
  • Otis Worldwide made up 0.01% of Retirement Group's portfolio in Q1 2024, its #304 holding.
  • Retirement Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 13 quarters since.
  • 1,200 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.