Avity Investment Management’s Otis Worldwide OTIS Stock Holding History

Avity Investment 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	-2,582	Closed	-$239K	–	108
2024 Q4	$239K	Hold	2,582	–	–	0.02%	100
2024 Q3	$268K	Sell	2,582 -300	-10%	-$28.6K	0.02%	93
2024 Q2	$277K	Hold	2,882	–	–	0.02%	93
2024 Q1	$286K	Hold	2,882	–	–	0.02%	94
2023 Q4	$258K	Buy	2,882 +300	+12%	+$24.9K	0.02%	88
2023 Q3	$207K	Hold	2,582	–	–	0.02%	84
2023 Q2	$230K	Sell	2,582 -750	-23%	-$63.2K	0.02%	86
2023 Q1	$281K	Hold	3,332	–	–	0.03%	80
2022 Q4	$261K	Hold	3,332	–	–	0.03%	75
2022 Q3	$213K	Sell	3,332 -125	-4%	-$9.14K	0.02%	75
2022 Q2	$244K	Hold	3,457	–	–	0.03%	76
2022 Q1	$266K	Buy	3,457 +150	+5%	+$12K	0.02%	79
2021 Q4	$288K	Sell	3,307 -19	-0.6%	-$1.59K	0.02%	72
2021 Q3	$274K	Buy	3,326 +769	+30%	+$67.6K	0.02%	73
2021 Q2	$209K	Buy	+2,557	New	+$197K	0.02%	82

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Avity Investment Management's OTIS Position: Q1 2025 in Review

Avity Investment Management sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 2,582 shares — an estimated $239K sold.

Avity Investment Management first reported a position in OTIS in Q2 2021 and held it in 15 quarters. The position peaked at $288K in Q4 2021. 1,247 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

Avity Investment Management reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
Avity Investment Management sold 2,582 Otis Worldwide shares in Q1 2025, an estimated $239K.
Avity Investment Management first reported a position in Otis Worldwide in Q2 2021 and held it in 15 quarters.
Avity Investment Management's Otis Worldwide position peaked at $288K in Q4 2021.
1,247 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Avity Investment Management's 13F filing for Q1 2025, filed 11 Apr 2025.