RIM
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Rockbridge Investment Management’s Otis Worldwide OTIS Stock Holding History

Rockbridge Investment Management’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 		– Sell
-855
Closed -$76.5K – 475
2023
Q4 		$76.5K Buy
+855
New +$71.1K 0.01% 197
2022
Q3 		– Sell
-537
Closed -$38K – 451
2022
Q2 		$38K Sell
537
-3,939
-88% -$290K 0.01% 243
2022
Q1 		$341K Buy
4,476
+26
+0.6% +$2.08K 0.05% 114
2021
Q4 		$387K Buy
4,450
+3,889
+693% +$326K 0.06% 119
2021
Q3 		$46K Buy
561
+10
+2% +$879 0.01% 330
2021
Q2 		$45K Buy
551
+315
+133% +$24.2K 0.01% 332
2021
Q1 		$16K Hold
236
– – ﹤0.01% 446
2020
Q4 		$16K Hold
236
– – ﹤0.01% 446
2020
Q3 		$15K Sell
236
-433
-65% -$26.5K ﹤0.01% 424
2020
Q2 		$38K Buy
+669
New +$34.7K 0.01% 259

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