ZB
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Zions Bancorporation’s Otis Worldwide OTIS Stock Holding History

Zions Bancorporation’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 		$648K Buy
7,000
+2,268
+48% +$227K 0.04% 243
2024
Q3 		$492K Sell
4,732
-128
-3% -$12.2K 0.04% 254
2024
Q2 		$468K Sell
4,860
-3,269
-40% -$315K 0.04% 245
2024
Q1 		$807K Sell
8,129
-1,774
-18% -$164K 0.06% 221
2023
Q4 		$886K Buy
9,903
+600
+6% +$49.9K 0.06% 221
2023
Q3 		$747K Buy
9,303
+2,166
+30% +$185K 0.07% 214
2023
Q2 		$635K Buy
7,137
+3,091
+76% +$260K 0.05% 231
2023
Q1 		$341K Buy
4,046
+3,156
+355% +$261K 0.03% 269
2022
Q4 		$69.7K Sell
890
-127
-12% -$9.38K 0.01% 400
2022
Q3 		$65K Sell
1,017
-3
-0.3% -$219 0.01% 398
2022
Q2 		$72K Sell
1,020
-79
-7% -$5.82K 0.01% 419
2022
Q1 		$85K Buy
1,099
+119
+12% +$9.51K 0.01% 437
2021
Q4 		$85K Sell
980
-13
-1% -$1.09K 0.01% 395
2021
Q3 		$82K Sell
993
-164
-14% -$14.4K 0.01% 397
2021
Q2 		$95K Buy
1,157
+114
+11% +$8.77K 0.01% 358
2021
Q1 		$71K Sell
1,043
-127
-11% -$8.3K 0.01% 375
2020
Q4 		$79K Sell
1,170
-95
-8% -$6.16K 0.01% 339
2020
Q3 		$79K Sell
1,265
-307
-20% -$18.8K 0.01% 310
2020
Q2 		$89K Buy
+1,572
New +$81.4K 0.01% 284

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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Zions Bancorporation's OTIS Position: Q4 2024 in Review

Zions Bancorporation increased its Otis Worldwide (OTIS) stake by 48% in Q4 2024, buying an estimated $227K and bringing the position to 7,000 shares worth $648K. The position accounts for 0.04% of the portfolio, ranked #243.

Zions Bancorporation first reported a position in OTIS in Q2 2020 and has held it in 19 quarters since. The position peaked at $886K in Q4 2023. 1,231 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

  • Zions Bancorporation held 7,000 shares of Otis Worldwide worth $648K as of Q4 2024.
  • Zions Bancorporation bought 2,268 Otis Worldwide shares in Q4 2024, an estimated $227K.
  • Otis Worldwide made up 0.04% of Zions Bancorporation's portfolio in Q4 2024, its #243 holding.
  • Zions Bancorporation first reported a position in Otis Worldwide in Q2 2020 and has held it in 19 quarters since.
  • Zions Bancorporation's Otis Worldwide position peaked at $886K in Q4 2023.
  • 1,231 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.