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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

West Oak Capital's OTIS Position: Q2 2024 in Review

West Oak Capital sold out of Otis Worldwide (OTIS) in Q2 2024, closing a stake of 175 shares — an estimated $17K sold.

West Oak Capital first reported a position in OTIS in Q2 2020 and held it in 16 quarters. The position peaked at $110K in Q2 2020. 1,190 funds tracked by Wall St. Rank hold OTIS as of Q2 2024.

West Oak Capital reported no remaining Otis Worldwide position as of Q2 2024 after selling out during the quarter.
West Oak Capital sold 175 Otis Worldwide shares in Q2 2024, an estimated $17K.
West Oak Capital first reported a position in Otis Worldwide in Q2 2020 and held it in 16 quarters.
West Oak Capital's Otis Worldwide position peaked at $110K in Q2 2020.
1,190 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2024.

Based on West Oak Capital's 13F filing for Q2 2024, filed 24 Jul 2024.