West Oak Capital’s Otis Worldwide OTIS Stock Holding History

West Oak 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 Q2	–	Sell	-175	Closed	-$17K	–	328
2024 Q1	$17K	Hold	175	–	–	0.01%	224
2023 Q4	$15K	Hold	175	–	–	0.01%	228
2023 Q3	$14K	Hold	175	–	–	0.01%	227
2023 Q2	$15.6K	Hold	175	–	–	0.01%	223
2023 Q1	$14.8K	Hold	175	–	–	0.01%	221
2022 Q4	$14K	Hold	175	–	–	0.01%	203
2022 Q3	$11K	Hold	175	–	–	0.01%	238
2022 Q2	$12K	Sell	175 -175	-50%	-$12.9K	0.01%	237
2022 Q1	$27K	Hold	350	–	–	0.01%	206
2021 Q4	$30K	Hold	350	–	–	0.01%	210
2021 Q3	$29K	Hold	350	–	–	0.01%	219
2021 Q2	$29K	Hold	350	–	–	0.01%	217
2021 Q1	$24K	Hold	350	–	–	0.01%	220
2020 Q4	$24K	Hold	350	–	–	0.01%	211
2020 Q3	$22K	Sell	350 -1,580	-82%	-$96.6K	0.01%	193
2020 Q2	$110K	Buy	+1,930	New	+$100K	0.06%	128

Other funds holding OTIS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return