Simplicity Wealth’s Otis Worldwide OTIS Stock Holding History

Simplicity Wealth’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	-8,278	Closed	-$797K	–	994
2024 Q2	$797K	Sell	8,278 -1,433	-15%	-$138K	0.02%	597
2024 Q1	$964K	Buy	+9,711	New	+$898K	0.02%	530

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Simplicity Wealth's OTIS Position: Q3 2024 in Review

Simplicity Wealth sold out of Otis Worldwide (OTIS) in Q3 2024, closing a stake of 8,278 shares — an estimated $797K sold.

Simplicity Wealth first reported a position in OTIS in Q1 2024 and held it in 2 quarters. The position peaked at $964K in Q1 2024. 1,197 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

Simplicity Wealth reported no remaining Otis Worldwide position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 8,278 Otis Worldwide shares in Q3 2024, an estimated $797K.
Simplicity Wealth first reported a position in Otis Worldwide in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Otis Worldwide position peaked at $964K in Q1 2024.
1,197 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.