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Altshuler Shaham’s Otis Worldwide OTIS Stock Holding History

Altshuler Shaham’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
-41
Closed -$3.8K – 380
2024
Q4 		$3.8K Sell
41
-186
-82% -$18.7K ﹤0.01% 308
2024
Q3 		$23.6K Buy
227
+18
+9% +$1.72K ﹤0.01% 141
2024
Q2 		$20.1K Sell
209
-45
-18% -$4.34K ﹤0.01% 187
2024
Q1 		$25.2K Buy
+254
New +$23.5K ﹤0.01% 162
2023
Q3 		– Sell
-207
Closed -$18.4K – 332
2023
Q2 		$18.4K Buy
+207
New +$17.4K ﹤0.01% 281
2022
Q2 		– Sell
-514
Closed -$40K – 534
2022
Q1 		$40K Buy
514
+23
+5% +$1.84K ﹤0.01% 415
2021
Q4 		$43K Sell
491
-2,321
-83% -$194K ﹤0.01% 469
2021
Q3 		$233K Buy
2,812
+2,722
+3,024% +$239K ﹤0.01% 240
2021
Q2 		$7K Buy
+90
New +$6.93K ﹤0.01% 567

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 $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $1T AUM

Altshuler Shaham's OTIS Position: Q1 2025 in Review

Altshuler Shaham sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 41 shares — an estimated $3.8K sold.

Altshuler Shaham first reported a position in OTIS in Q2 2021 and held it in 9 quarters. The position peaked at $233K in Q3 2021. 1,247 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

  • Altshuler Shaham reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
  • Altshuler Shaham sold 41 Otis Worldwide shares in Q1 2025, an estimated $3.8K.
  • Altshuler Shaham first reported a position in Otis Worldwide in Q2 2021 and held it in 9 quarters.
  • Altshuler Shaham's Otis Worldwide position peaked at $233K in Q3 2021.
  • 1,247 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Altshuler Shaham's 13F filing for Q1 2025, filed 15 May 2025.