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Sigma Planning Corp’s Otis Worldwide OTIS Stock Holding History

Sigma Planning Corp’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
-2,048
Closed -$213K – 1233
2024
Q3 		$213K Sell
2,048
-62
-3% -$5.91K 0.01% 1108
2024
Q2 		$203K Sell
2,110
-1,873
-47% -$181K 0.01% 1087
2024
Q1 		$395K Buy
3,983
+921
+30% +$85.1K 0.01% 855
2023
Q4 		$274K Sell
3,062
-1,127
-27% -$93.7K 0.02% 658
2023
Q3 		$336K Buy
4,189
+141
+3% +$12.1K 0.01% 875
2023
Q2 		$360K Sell
4,048
-450
-10% -$37.9K 0.01% 864
2023
Q1 		$380K Sell
4,498
-288
-6% -$23.8K 0.01% 922
2022
Q4 		$375K Buy
4,786
+128
+3% +$9.45K 0.01% 880
2022
Q3 		$297K Sell
4,658
-1,657
-26% -$121K 0.01% 953
2022
Q2 		$446K Sell
6,315
-422
-6% -$31.1K 0.02% 804
2022
Q1 		$518K Sell
6,737
-478
-7% -$38.2K 0.02% 830
2021
Q4 		$628K Sell
7,215
-111
-2% -$9.29K 0.02% 748
2021
Q3 		$603K Sell
7,326
-469
-6% -$41.2K 0.02% 734
2021
Q2 		$637K Buy
7,795
+1,663
+27% +$128K 0.02% 730
2021
Q1 		$420K Sell
6,132
-701
-10% -$45.8K 0.01% 841
2020
Q4 		$462K Buy
6,833
+402
+6% +$26.1K 0.02% 724
2020
Q3 		$401K Sell
6,431
-181
-3% -$11.1K 0.02% 685
2020
Q2 		$376K Buy
+6,612
New +$343K 0.02% 698

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 $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sigma Planning Corp's OTIS Position: Q4 2024 in Review

Sigma Planning Corp sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 2,048 shares — an estimated $213K sold.

Sigma Planning Corp first reported a position in OTIS in Q2 2020 and held it in 18 quarters. The position peaked at $637K in Q2 2021. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

  • Sigma Planning Corp reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 2,048 Otis Worldwide shares in Q4 2024, an estimated $213K.
  • Sigma Planning Corp first reported a position in Otis Worldwide in Q2 2020 and held it in 18 quarters.
  • Sigma Planning Corp's Otis Worldwide position peaked at $637K in Q2 2021.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Sigma Planning Corp's 13F filing for Q4 2024, filed 3 Feb 2025.