SFG
OTIS icon

Snider Financial Group’s Otis Worldwide OTIS Stock Holding History

Snider Financial Group’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
-18,358
Closed -$1.91M – 113
2024
Q3 		$1.91M Buy
18,358
+1,931
+12% +$184K 0.7% 43
2024
Q2 		$1.58M Buy
16,427
+270
+2% +$26K 0.61% 44
2024
Q1 		$1.6M Buy
16,157
+600
+4% +$55.5K 0.67% 40
2023
Q4 		$1.39M Buy
15,557
+1,223
+9% +$102K 0.64% 40
2023
Q3 		$1.15M Buy
+14,334
New +$1.23M 0.56% 42

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

Snider Financial Group's OTIS Position: Q4 2024 in Review

Snider Financial Group sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 18,358 shares — an estimated $1.91M sold.

Snider Financial Group first reported a position in OTIS in Q3 2023 and held it in 5 quarters. The position peaked at $1.91M in Q3 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

  • Snider Financial Group reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
  • Snider Financial Group sold 18,358 Otis Worldwide shares in Q4 2024, an estimated $1.91M.
  • Snider Financial Group first reported a position in Otis Worldwide in Q3 2023 and held it in 5 quarters.
  • Snider Financial Group's Otis Worldwide position peaked at $1.91M in Q3 2024.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Snider Financial Group's 13F filing for Q4 2024, filed 6 Feb 2025.