AlTi Global’s Otis Worldwide OTIS Stock Holding History

AlTi Global’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
2025 Q1	–	Sell	-2,404	Closed	-$223K	–	417
2024 Q4	$223K	Buy	2,404 +113	+5%	+$11.3K	0.01%	389
2024 Q3	$238K	Sell	2,291 -938	-29%	-$89.4K	0.01%	355
2024 Q2	$311K	Sell	3,229 -215	-6%	-$20.7K	0.01%	311
2024 Q1	$342K	Buy	+3,444	New	+$318K	0.01%	299

Other funds holding OTIS

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

AlTi Global's OTIS Position: Q1 2025 in Review

AlTi Global sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 2,404 shares — an estimated $223K sold.

AlTi Global first reported a position in OTIS in Q1 2024 and held it in 4 quarters. The position peaked at $342K in Q1 2024. 1,243 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

AlTi Global reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
AlTi Global sold 2,404 Otis Worldwide shares in Q1 2025, an estimated $223K.
AlTi Global first reported a position in Otis Worldwide in Q1 2024 and held it in 4 quarters.
AlTi Global's Otis Worldwide position peaked at $342K in Q1 2024.
1,243 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on AlTi Global's 13F filing for Q1 2025, filed 15 May 2025.