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RFP Financial Group’s Otis Worldwide OTIS Stock Holding History

RFP Financial 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
Q3 		– Sell
-800
Closed -$77K – 581
2024
Q2 		$77K Hold
800
– – 0.03% 184
2024
Q1 		$79.4K Hold
800
– – 0.03% 165
2023
Q4 		$71.6K Sell
800
-108
-12% -$8.98K 0.03% 168
2023
Q3 		$72.9K Hold
908
– – 0.03% 172
2023
Q2 		$80.8K Buy
908
+800
+741% +$67.4K 0.03% 170
2023
Q1 		$9.12K Sell
108
-800
-88% -$66.2K 0.01% 289
2022
Q4 		$71.1K Buy
+908
New +$67K 0.03% 160

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 $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

RFP Financial Group's OTIS Position: Q3 2024 in Review

RFP Financial Group sold out of Otis Worldwide (OTIS) in Q3 2024, closing a stake of 800 shares — an estimated $77K sold.

RFP Financial Group first reported a position in OTIS in Q4 2022 and held it in 7 quarters. The position peaked at $80.8K in Q2 2023. 1,199 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

  • RFP Financial Group reported no remaining Otis Worldwide position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 800 Otis Worldwide shares in Q3 2024, an estimated $77K.
  • RFP Financial Group first reported a position in Otis Worldwide in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's Otis Worldwide position peaked at $80.8K in Q2 2023.
  • 1,199 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.