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Seven Eight Capital’s Otis Worldwide OTIS Stock Holding History

Seven Eight Capital’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
Q4 		– Sell
-24,921
Closed -$2.59M – 451
2024
Q3 		$2.59M Buy
+24,921
New +$2.37M 0.23% 126
2024
Q1 		– Sell
-10,530
Closed -$942K – 760
2023
Q4 		$942K Buy
+10,530
New +$876K 0.11% 274
2023
Q1 		– Sell
-16,534
Closed -$1.29M – 567
2022
Q4 		$1.29M Buy
+16,534
New +$1.22M 0.34% 94
2022
Q2 		– Sell
-47,406
Closed -$3.65M – 558
2022
Q1 		$3.65M Buy
47,406
+44,814
+1,729% +$3.58M 0.49% 56
2021
Q4 		$226K Sell
2,592
-13,198
-84% -$1.1M 0.04% 397
2021
Q3 		$1.3M Buy
+15,790
New +$1.39M 0.13% 248
2020
Q4 		– Sell
-6,000
Closed -$375K – 570
2020
Q3 		$375K Buy
+6,000
New +$367K 0.08% 410

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Seven Eight Capital's OTIS Position: Q4 2024 in Review

Seven Eight Capital sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 24,921 shares — an estimated $2.59M sold.

Seven Eight Capital first reported a position in OTIS in Q3 2020 and held it in 7 quarters. The position peaked at $3.65M in Q1 2022. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

  • Seven Eight Capital reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
  • Seven Eight Capital sold 24,921 Otis Worldwide shares in Q4 2024, an estimated $2.59M.
  • Seven Eight Capital first reported a position in Otis Worldwide in Q3 2020 and held it in 7 quarters.
  • Seven Eight Capital's Otis Worldwide position peaked at $3.65M in Q1 2022.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Seven Eight Capital's 13F filing for Q4 2024.