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Wilbanks Smith & Thomas Asset Management’s Otis Worldwide OTIS Stock Holding History

Wilbanks Smith & Thomas Asset 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
Q1 		$527K Sell
5,306
-60
-1% -$5.54K 0.01% 337
2023
Q4 		$480K Hold
5,366
– – 0.01% 343
2023
Q3 		$431K Sell
5,366
-478
-8% -$40.9K 0.01% 336
2023
Q2 		$520K Buy
5,844
+253
+5% +$21.3K 0.02% 305
2023
Q1 		$472K Sell
5,591
-421
-7% -$34.8K 0.02% 312
2022
Q4 		$471K Buy
6,012
+376
+7% +$27.8K 0.02% 316
2022
Q3 		$360K Sell
5,636
-204
-3% -$14.9K 0.02% 334
2022
Q2 		$413K Buy
5,840
+138
+2% +$10.2K 0.02% 325
2022
Q1 		$418K Buy
5,702
+543
+11% +$43.4K 0.02% 336
2021
Q4 		$449K Hold
5,159
– – 0.02% 345
2021
Q3 		$425K Hold
5,159
– – 0.02% 334
2021
Q2 		$422K Buy
5,159
+10
+0.2% +$770 0.02% 340
2021
Q1 		$352K Buy
5,149
+691
+16% +$45.2K 0.02% 340
2020
Q4 		$301K Sell
4,458
-22
-0.5% -$1.43K 0.01% 335
2020
Q3 		$280K Sell
4,480
-225
-5% -$13.8K 0.02% 324
2020
Q2 		$268K Buy
+4,705
New +$244K 0.02% 324

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wilbanks Smith & Thomas Asset Management's OTIS Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its Otis Worldwide (OTIS) stake by 1.1% in Q1 2024, selling an estimated $5.54K and leaving 5,306 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #337.

Wilbanks Smith & Thomas Asset Management first reported a position in OTIS in Q2 2020 and has held it in 16 quarters since. 1,201 funds tracked by Wall St. Rank hold OTIS as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 5,306 shares of Otis Worldwide worth $527K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management sold 60 Otis Worldwide shares in Q1 2024, an estimated $5.54K.
  • Otis Worldwide made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #337 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 16 quarters since.
  • 1,201 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.