Arrow Financial’s Otis Worldwide OTIS Stock Holding History

Arrow Financial’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 Q3	–	Sell	-2,075	Closed	-$205K	–	165
2025 Q2	$205K	Hold	2,075	–	–	0.02%	159
2025 Q1	$214K	Buy	+2,075	New	+$203K	0.02%	153
2024 Q4	–	Sell	-2,075	Closed	-$216K	–	278
2024 Q3	$216K	Hold	2,075	–	–	0.02%	168
2024 Q2	$200K	Sell	2,075 -17	-0.8%	-$1.64K	0.02%	165
2024 Q1	$208K	Sell	2,092 -17	-0.8%	-$1.57K	0.02%	162
2023 Q4	$189K	Sell	2,109 -262	-11%	-$21.8K	0.02%	162
2023 Q3	$190K	Buy	2,371 +200	+9%	+$17.1K	0.02%	163
2023 Q2	$193K	Hold	2,171	–	–	0.02%	157
2023 Q1	$183K	Sell	2,171 -200	-8%	-$16.6K	0.02%	160
2022 Q4	$186K	Sell	2,371 -32	-1%	-$2.36K	0.03%	157
2022 Q3	$154K	Sell	2,403 -15	-0.6%	-$1.1K	0.02%	159
2022 Q2	$171K	Hold	2,418	–	–	0.02%	161
2022 Q1	$186K	Sell	2,418 -70	-3%	-$5.59K	0.02%	162
2021 Q4	$217K	Hold	2,488	–	–	0.03%	160
2021 Q3	$205K	Hold	2,488	–	–	0.03%	162
2021 Q2	$203K	Sell	2,488 -237	-9%	-$18.2K	0.03%	164
2021 Q1	$187K	Sell	2,725 -350	-11%	-$22.9K	0.02%	168
2020 Q4	$208K	Sell	3,075 -566	-16%	-$36.7K	0.04%	152
2020 Q3	$228K	Sell	3,641 -3,409	-48%	-$209K	0.05%	143
2020 Q2	$401K	Buy	+7,050	New	+$365K	0.09%	124

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return