Sugarloaf Wealth Management’s Otis Worldwide OTIS Stock Holding History

Sugarloaf Wealth Management’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	$21.8K	Hold	235	–	–	﹤0.01%	395
2024 Q3	$24.4K	Hold	235	–	–	﹤0.01%	387
2024 Q2	$22.6K	Sell	235 -163	-41%	-$15.7K	﹤0.01%	381
2024 Q1	$39.5K	Sell	398 -11	-3%	-$1.02K	0.01%	319
2023 Q4	$36.6K	Sell	409 -158	-28%	-$13.1K	0.01%	318
2023 Q3	$45.6K	Buy	567 +1	+0.2%	+$86	0.01%	296
2023 Q2	$50.4K	Sell	566 -23	-4%	-$1.94K	0.01%	289
2023 Q1	$49.8K	Sell	589 -3	-0.5%	-$248	0.01%	295
2022 Q4	$46.4K	Hold	592	–	–	0.01%	296
2022 Q3	$38K	Buy	592 +1	+0.2%	+$73	0.01%	329
2022 Q2	$42K	Buy	591 +1	+0.2%	+$74	0.01%	315
2022 Q1	$45K	Hold	590	–	–	0.01%	296
2021 Q4	$51K	Hold	590	–	–	0.01%	292
2021 Q3	$48K	Buy	590 +1	+0.2%	+$88	0.01%	274
2021 Q2	$48K	Buy	589 +1	+0.2%	+$77	0.01%	272
2021 Q1	$40	Sell	588 -24	-4%	-$1.57K	0.01%	306
2020 Q4	$41K	Buy	612 +1	+0.2%	+$65	0.01%	272
2020 Q3	$38K	Hold	611	–	–	0.01%	263
2020 Q2	$35K	Buy	+611	New	+$31.7K	0.01%	280

Other funds holding OTIS

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Sugarloaf Wealth Management's OTIS Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Otis Worldwide (OTIS) position steady in Q4 2024 at 235 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Sugarloaf Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 19 quarters since. The position peaked at $51K in Q4 2021. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

Sugarloaf Wealth Management held 235 shares of Otis Worldwide worth $21.8K as of Q4 2024.
Sugarloaf Wealth Management left its Otis Worldwide share count unchanged in Q4 2024.
Otis Worldwide made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #395 holding.
Sugarloaf Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 19 quarters since.
Sugarloaf Wealth Management's Otis Worldwide position peaked at $51K in Q4 2021.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.