Rogco LP’s Otis Worldwide OTIS Stock Holding History

Rogco LP’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	-50	Closed	-$4.47K	–	253
2023 Q4	$4.47K	Hold	50	–	–	﹤0.01%	218
2023 Q3	$4.02K	Buy	+50	New	+$4.28K	﹤0.01%	229

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

Rogco LP's OTIS Position: Q1 2024 in Review

Rogco LP sold out of Otis Worldwide (OTIS) in Q1 2024, closing a stake of 50 shares — an estimated $4.47K sold.

Rogco LP first reported a position in OTIS in Q3 2023 and held it in 2 quarters. The position peaked at $4.47K in Q4 2023. 1,202 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

Rogco LP reported no remaining Otis Worldwide position as of Q1 2024 after selling out during the quarter.
Rogco LP sold 50 Otis Worldwide shares in Q1 2024, an estimated $4.47K.
Rogco LP first reported a position in Otis Worldwide in Q3 2023 and held it in 2 quarters.
Rogco LP's Otis Worldwide position peaked at $4.47K in Q4 2023.
1,202 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Rogco LP's 13F filing for Q1 2024, filed 8 May 2024.