Aveo Capital Partners’s Otis Worldwide OTIS Stock Holding History

Aveo Capital Partners’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	-2,619	Closed	-$243K	–	286
2024 Q4	$243K	Sell	2,619 -39	-1%	-$3.91K	0.03%	314
2024 Q3	$276K	Hold	2,658	–	–	0.03%	290
2024 Q2	$256K	Sell	2,658 -62	-2%	-$5.97K	0.03%	279
2024 Q1	$251K	Buy	2,720 +16	+0.6%	+$1.48K	0.03%	318
2023 Q4	$242K	Buy	2,704 +88	+3%	+$7.32K	0.03%	299
2023 Q3	$210K	Sell	2,616 -63	-2%	-$5.39K	0.03%	316
2023 Q2	$238K	Buy	2,679 +24	+0.9%	+$2.02K	0.03%	305
2023 Q1	$224K	Hold	2,655	–	–	0.03%	304
2022 Q4	$208K	Buy	+2,655	New	+$196K	0.03%	314
2022 Q1	–	Sell	-2,494	Closed	-$217K	–	292
2021 Q4	$217K	Sell	2,494 -13	-0.5%	-$1.09K	0.04%	261
2021 Q3	$206K	Buy	2,507 +15	+0.6%	+$1.32K	0.04%	242
2021 Q2	$204K	Buy	+2,492	New	+$192K	0.05%	253

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

Aveo Capital Partners's OTIS Position: Q1 2025 in Review

Aveo Capital Partners sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 2,619 shares — an estimated $243K sold.

Aveo Capital Partners first reported a position in OTIS in Q2 2021 and held it in 12 quarters. The position peaked at $276K in Q3 2024. 1,244 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

Aveo Capital Partners reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
Aveo Capital Partners sold 2,619 Otis Worldwide shares in Q1 2025, an estimated $243K.
Aveo Capital Partners first reported a position in Otis Worldwide in Q2 2021 and held it in 12 quarters.
Aveo Capital Partners's Otis Worldwide position peaked at $276K in Q3 2024.
1,244 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.