Stonehage Fleming Financial Services’s Otis Worldwide OTIS Stock Holding History

Stonehage Fleming Financial Services’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	-6,170	Closed	-$513K	–	285
2024 Q1	$513K	Buy	+6,170	New	+$570K	0.03%	71
2023 Q3	–	Sell	-6,011	Closed	-$533K	–	257
2023 Q2	$533K	Sell	6,011 -159	-3%	-$13.4K	0.02%	103
2023 Q1	$513K	Sell	6,170 -492	-7%	-$40.7K	0.03%	71
2022 Q4	$527K	Sell	6,662 -376	-5%	-$27.8K	0.04%	69
2022 Q3	$453K	Hold	7,038	–	–	0.03%	82
2022 Q2	$491K	Sell	7,038 -378	-5%	-$27.8K	0.02%	114
2022 Q1	$576K	Hold	7,416	–	–	0.02%	112
2021 Q4	$640K	Hold	7,416	–	–	0.02%	103
2021 Q3	$618K	Hold	7,416	–	–	0.02%	102
2021 Q2	$609K	Sell	7,416 -520	-7%	-$40K	0.02%	102
2021 Q1	$554K	Hold	7,936	–	–	0.02%	109
2020 Q4	$530K	Buy	7,936 +2,974	+60%	+$193K	0.02%	108
2020 Q3	$309K	Buy	4,962 +2,985	+151%	+$183K	0.01%	117
2020 Q2	$111K	Buy	+1,977	New	+$102K	0.01%	109

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 $3.38T AUM 44.17% 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

Stonehage Fleming Financial Services's OTIS Position: Q2 2024 in Review

Stonehage Fleming Financial Services sold out of Otis Worldwide (OTIS) in Q2 2024, closing a stake of 6,170 shares — an estimated $513K sold.

Stonehage Fleming Financial Services first reported a position in OTIS in Q2 2020 and held it in 14 quarters. The position peaked at $640K in Q4 2021. 1,191 funds tracked by Wall St. Rank hold OTIS as of Q2 2024.

Stonehage Fleming Financial Services reported no remaining Otis Worldwide position as of Q2 2024 after selling out during the quarter.
Stonehage Fleming Financial Services sold 6,170 Otis Worldwide shares in Q2 2024, an estimated $513K.
Stonehage Fleming Financial Services first reported a position in Otis Worldwide in Q2 2020 and held it in 14 quarters.
Stonehage Fleming Financial Services's Otis Worldwide position peaked at $640K in Q4 2021.
1,191 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2024.

Based on Stonehage Fleming Financial Services's 13F filing for Q2 2024, filed 5 Aug 2024.