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Trium Capital’s Otis Worldwide OTIS Stock Holding History

Trium Capital’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
-73,370
Closed -$7.63M – 61
2024
Q3 		$7.63M Buy
73,370
+4,913
+7% +$468K 3.5% 8
2024
Q2 		$6.59M Sell
68,457
-21,951
-24% -$2.12M 2.34% 11
2024
Q1 		$8.97M Sell
90,408
-4,631
-5% -$428K 3.37% 8
2023
Q4 		$8.5K Buy
95,039
+2,094
+2% +$174K 0.69% 8
2023
Q3 		$7.46K Hold
92,945
– – 0.14% 8
2023
Q2 		$8.27K Buy
92,945
+16,375
+21% +$1.38M 2.32% 9
2023
Q1 		$6.46M Buy
76,570
+2,209
+3% +$183K 2.73% 11
2022
Q4 		$5.82M Buy
+74,361
New +$5.49M 2.66% 13

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 $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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