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Transcendent Capital Group’s Otis Worldwide OTIS Stock Holding History

Transcendent Capital Group’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
-106
Closed -$11K – 478
2024
Q3 		$11K Hold
106
– – 0.01% 353
2024
Q2 		$10.2K Hold
106
– – 0.01% 321
2024
Q1 		$10.5K Buy
+106
New +$9.8K 0.01% 322

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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Transcendent Capital Group's OTIS Position: Q4 2024 in Review

Transcendent Capital Group sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 106 shares — an estimated $11K sold.

Transcendent Capital Group first reported a position in OTIS in Q1 2024 and held it in 3 quarters. The position peaked at $11K in Q3 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

  • Transcendent Capital Group reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
  • Transcendent Capital Group sold 106 Otis Worldwide shares in Q4 2024, an estimated $11K.
  • Transcendent Capital Group first reported a position in Otis Worldwide in Q1 2024 and held it in 3 quarters.
  • Transcendent Capital Group's Otis Worldwide position peaked at $11K in Q3 2024.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Transcendent Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.