Shayne & Jacobs LLC’s Otis Worldwide OTIS Stock Holding History

Shayne & Jacobs LLC’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	-4,601	Closed	-$443K	–	101
2024 Q2	$443K	Hold	4,601	–	–	0.12%	69
2024 Q1	$457K	Hold	4,601	–	–	0.12%	67
2023 Q4	$412K	Sell	4,601 -487	-10%	-$40.5K	0.13%	64
2023 Q3	$409K	Hold	5,088	–	–	0.14%	65
2023 Q2	$453K	Hold	5,088	–	–	0.23%	22
2023 Q1	$429K	Hold	5,088	–	–	0.23%	22
2022 Q4	$398K	Sell	5,088 -567	-10%	-$41.9K	0.22%	23
2022 Q3	$361K	Hold	5,655	–	–	0.23%	23
2022 Q2	$400K	Hold	5,655	–	–	0.24%	22
2022 Q1	$435K	Hold	5,655	–	–	0.21%	25
2021 Q4	$492K	Hold	5,655	–	–	0.26%	22
2021 Q3	$465K	Sell	5,655 -368	-6%	-$32.4K	0.27%	22
2021 Q2	$493K	Sell	6,023 -48	-0.8%	-$3.69K	0.28%	22
2021 Q1	$416K	Hold	6,071	–	–	0.25%	23
2020 Q4	$410K	Hold	6,071	–	–	0.27%	23
2020 Q3	$379K	Sell	6,071 -166	-3%	-$10.2K	0.28%	22
2020 Q2	$355K	Buy	+6,237	New	+$323K	0.3%	22

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Shayne & Jacobs LLC's OTIS Position: Q3 2024 in Review

Shayne & Jacobs LLC sold out of Otis Worldwide (OTIS) in Q3 2024, closing a stake of 4,601 shares — an estimated $443K sold.

Shayne & Jacobs LLC first reported a position in OTIS in Q2 2020 and held it in 17 quarters. The position peaked at $493K in Q2 2021. 1,198 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

Shayne & Jacobs LLC reported no remaining Otis Worldwide position as of Q3 2024 after selling out during the quarter.
Shayne & Jacobs LLC sold 4,601 Otis Worldwide shares in Q3 2024, an estimated $443K.
Shayne & Jacobs LLC first reported a position in Otis Worldwide in Q2 2020 and held it in 17 quarters.
Shayne & Jacobs LLC's Otis Worldwide position peaked at $493K in Q2 2021.
1,198 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on Shayne & Jacobs LLC's 13F filing for Q3 2024, filed 23 Oct 2024.