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	–	387
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	–	334
2023 Q2	$18.4K	Buy	+207	New	+$17.4K	﹤0.01%	281
2022 Q2	–	Sell	-514	Closed	-$40K	–	536
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AllianceBernstein

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

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 $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM