Twin Lakes Capital Management’s Otis Worldwide OTIS Stock Holding History

Twin Lakes Capital 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 Q3	–	Sell	-23	Closed	-$2.23K	–	248
2024 Q2	$2.23K	Hold	23	–	–	﹤0.01%	232
2024 Q1	$2.29K	Hold	23	–	–	﹤0.01%	232
2023 Q4	$2.06K	Hold	23	–	–	﹤0.01%	232
2023 Q3	$1.84K	Hold	23	–	–	﹤0.01%	243
2023 Q2	$2.04K	Hold	23	–	–	﹤0.01%	233
2023 Q1	$1.93K	Hold	23	–	–	﹤0.01%	233
2022 Q4	$1.78K	Hold	23	–	–	﹤0.01%	235
2022 Q3	$1K	Buy	+23	New	+$1.68K	﹤0.01%	248
2022 Q2	–	Sell	-22	Closed	-$2K	–	242
2022 Q1	$2K	Hold	22	–	–	﹤0.01%	250
2021 Q4	$2K	Hold	22	–	–	﹤0.01%	248
2021 Q3	$2K	Hold	22	–	–	﹤0.01%	241
2021 Q2	$2K	Hold	22	–	–	﹤0.01%	222
2021 Q1	$2K	Buy	+22	New	+$1.44K	﹤0.01%	212

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Twin Lakes Capital Management's OTIS Position: Q3 2024 in Review

Twin Lakes Capital Management sold out of Otis Worldwide (OTIS) in Q3 2024, closing a stake of 23 shares — an estimated $2.23K sold.

Twin Lakes Capital Management first reported a position in OTIS in Q1 2021 and held it in 13 quarters. The position peaked at $2.29K in Q1 2024. 1,199 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

Twin Lakes Capital Management reported no remaining Otis Worldwide position as of Q3 2024 after selling out during the quarter.
Twin Lakes Capital Management sold 23 Otis Worldwide shares in Q3 2024, an estimated $2.23K.
Twin Lakes Capital Management first reported a position in Otis Worldwide in Q1 2021 and held it in 13 quarters.
Twin Lakes Capital Management's Otis Worldwide position peaked at $2.29K in Q1 2024.
1,199 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on Twin Lakes Capital Management's 13F filing for Q3 2024, filed 18 Nov 2024.