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Aureus Asset Management’s Otis Worldwide OTIS Stock Holding History

Aureus Asset Management’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
-41,866
Closed -$3.88M – 214
2024
Q4 		$3.88M Sell
41,866
-1,435
-3% -$144K 0.25% 58
2024
Q3 		$4.5M Sell
43,301
-350
-0.8% -$33.3K 0.29% 55
2024
Q2 		$4.2M Sell
43,651
-747
-2% -$72K 0.29% 54
2024
Q1 		$4.41M Buy
44,398
+551
+1% +$50.9K 0.3% 57
2023
Q4 		$3.92M Sell
43,847
-1,489
-3% -$124K 0.29% 56
2023
Q3 		$3.64M Sell
45,336
-3,259
-7% -$279K 0.29% 58
2023
Q2 		$4.33M Sell
48,595
-2,797
-5% -$236K 0.32% 53
2023
Q1 		$4.34M Buy
51,392
+5,120
+11% +$424K 0.34% 52
2022
Q4 		$3.62M Buy
46,272
+6,940
+18% +$512K 0.31% 50
2022
Q3 		$2.51M Sell
39,332
-4,369
-10% -$320K 0.22% 62
2022
Q2 		$3.09M Buy
43,701
+9,487
+28% +$699K 0.25% 54
2022
Q1 		$2.63M Buy
34,214
+531
+2% +$42.4K 0.18% 65
2021
Q4 		$2.93M Buy
33,683
+5,300
+19% +$444K 0.18% 63
2021
Q3 		$2.33M Buy
28,383
+861
+3% +$75.7K 0.15% 71
2021
Q2 		$2.25M Buy
+27,522
New +$2.12M 0.14% 73

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 $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Aureus Asset Management's OTIS Position: Q1 2025 in Review

Aureus Asset Management sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 41,866 shares — an estimated $3.88M sold.

Aureus Asset Management first reported a position in OTIS in Q2 2021 and held it in 15 quarters. The position peaked at $4.5M in Q3 2024. 1,244 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

  • Aureus Asset Management reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
  • Aureus Asset Management sold 41,866 Otis Worldwide shares in Q1 2025, an estimated $3.88M.
  • Aureus Asset Management first reported a position in Otis Worldwide in Q2 2021 and held it in 15 quarters.
  • Aureus Asset Management's Otis Worldwide position peaked at $4.5M in Q3 2024.
  • 1,244 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Aureus Asset Management's 13F filing for Q1 2025, filed 15 May 2025.