The Family Firm’s Otis Worldwide OTIS Stock Holding History

The Family Firm’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	-201	Closed	-$19.4K	–	649
2024 Q2	$19.4K	Buy	+201	New	+$19.4K	﹤0.01%	574

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

The Family Firm's OTIS Position: Q3 2024 in Review

The Family Firm sold out of Otis Worldwide (OTIS) in Q3 2024, closing a stake of 201 shares — an estimated $19.4K sold.

The Family Firm first reported a position in OTIS in Q2 2024 and held it in 1 quarter. The position peaked at $19.4K in Q2 2024. 1,197 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

The Family Firm reported no remaining Otis Worldwide position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 201 Otis Worldwide shares in Q3 2024, an estimated $19.4K.
The Family Firm first reported a position in Otis Worldwide in Q2 2024 and held it in 1 quarter.
The Family Firm's Otis Worldwide position peaked at $19.4K in Q2 2024.
1,197 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.