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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Rockbridge Investment Management's OTIS Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Otis Worldwide (OTIS) in Q1 2024, closing a stake of 855 shares — an estimated $76.5K sold.

Rockbridge Investment Management first reported a position in OTIS in Q2 2020 and held it in 10 quarters. The position peaked at $387K in Q4 2021. 1,202 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

Rockbridge Investment Management reported no remaining Otis Worldwide position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 855 Otis Worldwide shares in Q1 2024, an estimated $76.5K.
Rockbridge Investment Management first reported a position in Otis Worldwide in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's Otis Worldwide position peaked at $387K in Q4 2021.
1,202 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.