Sherbrooke Park Advisers’s Otis Worldwide OTIS Stock Holding History

Sherbrooke Park Advisers’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 Q2	–	Sell	-19,082	Closed	-$1.89M	–	1130
2024 Q1	$1.89M	Buy	19,082 +13,636	+250%	+$1.26M	0.37%	25
2023 Q4	$487K	Sell	5,446 -21,812	-80%	-$1.81M	0.23%	167
2023 Q3	$2.19M	Buy	+27,258	New	+$2.33M	0.69%	10
2023 Q2	–	Sell	-4,500	Closed	-$380K	–	375
2023 Q1	$380K	Buy	+4,500	New	+$372K	0.57%	58

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Norges Bank Oslo, Norway $1T AUM

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

Sherbrooke Park Advisers's OTIS Position: Q2 2024 in Review

Sherbrooke Park Advisers sold out of Otis Worldwide (OTIS) in Q2 2024, closing a stake of 19,082 shares — an estimated $1.89M sold.

Sherbrooke Park Advisers first reported a position in OTIS in Q1 2023 and held it in 4 quarters. The position peaked at $2.19M in Q3 2023. 1,190 funds tracked by Wall St. Rank hold OTIS as of Q2 2024.

Sherbrooke Park Advisers reported no remaining Otis Worldwide position as of Q2 2024 after selling out during the quarter.
Sherbrooke Park Advisers sold 19,082 Otis Worldwide shares in Q2 2024, an estimated $1.89M.
Sherbrooke Park Advisers first reported a position in Otis Worldwide in Q1 2023 and held it in 4 quarters.
Sherbrooke Park Advisers's Otis Worldwide position peaked at $2.19M in Q3 2023.
1,190 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2024.

Based on Sherbrooke Park Advisers's 13F filing for Q2 2024, filed 14 Aug 2024.