Townsend & Associates’s Otis Worldwide OTIS Stock Holding History

Townsend & Associates’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	-1,950	Closed	-$201K	–	107
2024 Q3	$201K	Buy	+1,950	New	+$186K	0.02%	102

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

Townsend & Associates's OTIS Position: Q4 2024 in Review

Townsend & Associates sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 1,950 shares — an estimated $201K sold.

Townsend & Associates first reported a position in OTIS in Q3 2024 and held it in 1 quarter. The position peaked at $201K in Q3 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

Townsend & Associates reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
Townsend & Associates sold 1,950 Otis Worldwide shares in Q4 2024, an estimated $201K.
Townsend & Associates first reported a position in Otis Worldwide in Q3 2024 and held it in 1 quarter.
Townsend & Associates's Otis Worldwide position peaked at $201K in Q3 2024.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Townsend & Associates's 13F filing for Q4 2024, filed 4 Feb 2025.