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Thompson Investment Management’s Otis Worldwide OTIS Stock Holding History

Thompson Investment 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 		– Sell
-67
Closed -$6.96K – 523
2024
Q3 		$6.96K Hold
67
– – ﹤0.01% 404
2024
Q2 		$6.45K Hold
67
– – ﹤0.01% 405
2024
Q1 		$6.65K Hold
67
– – ﹤0.01% 417
2023
Q4 		$5.99K Hold
67
– – ﹤0.01% 355
2023
Q3 		$5.38K Hold
67
– – ﹤0.01% 351
2023
Q2 		$5.96K Hold
67
– – ﹤0.01% 353
2023
Q1 		$5.66K Buy
+67
New +$5.54K ﹤0.01% 353

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 $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Thompson Investment Management's OTIS Position: Q4 2024 in Review

Thompson Investment Management sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 67 shares — an estimated $6.96K sold.

Thompson Investment Management first reported a position in OTIS in Q1 2023 and held it in 7 quarters. The position peaked at $6.96K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

  • Thompson Investment Management reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
  • Thompson Investment Management sold 67 Otis Worldwide shares in Q4 2024, an estimated $6.96K.
  • Thompson Investment Management first reported a position in Otis Worldwide in Q1 2023 and held it in 7 quarters.
  • Thompson Investment Management's Otis Worldwide position peaked at $6.96K in Q3 2024.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Thompson Investment Management's 13F filing for Q4 2024, filed 28 Jan 2025.