Symmetry Investments’s Otis Worldwide OTIS Stock Holding History

Symmetry Investments’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	-22,458	Closed	-$2.33M	–	191
2024 Q3	$2.33M	Buy	+22,458	New	+$2.14M	0.33%	77

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

Symmetry Investments's OTIS Position: Q4 2024 in Review

Symmetry Investments sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 22,458 shares — an estimated $2.33M sold.

Symmetry Investments first reported a position in OTIS in Q3 2024 and held it in 1 quarter. The position peaked at $2.33M in Q3 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

Symmetry Investments reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
Symmetry Investments sold 22,458 Otis Worldwide shares in Q4 2024, an estimated $2.33M.
Symmetry Investments first reported a position in Otis Worldwide in Q3 2024 and held it in 1 quarter.
Symmetry Investments's Otis Worldwide position peaked at $2.33M in Q3 2024.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Symmetry Investments's 13F filing for Q4 2024, filed 14 Feb 2025.