Border to Coast Pensions Partnership’s Otis Worldwide OTIS Stock Holding History

Border to Coast Pensions Partnership’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 Q2	–	Sell	-262,972	Closed	-$27.1M	–	84
2025 Q1	$27.1M	Hold	262,972	–	–	0.56%	59
2024 Q4	$24.3M	Hold	262,972	–	–	0.48%	64
2024 Q3	$27.3M	Buy	262,972 +11,218	+4%	+$1.07M	0.56%	61
2024 Q2	$24.2M	Sell	251,754 -8,965	-3%	-$864K	0.57%	59
2024 Q1	$25.9M	Hold	260,719	–	–	0.58%	62
2023 Q4	$23.3M	Hold	260,719	–	–	0.57%	65
2023 Q3	$21M	Hold	260,719	–	–	0.56%	63
2023 Q2	$23.2M	Hold	260,719	–	–	0.58%	64
2023 Q1	$22M	Buy	260,719 +37,461	+17%	+$3.1M	0.59%	64
2022 Q4	$17.5M	Hold	223,258	–	–	0.56%	69
2022 Q3	$14.2M	Hold	223,258	–	–	0.46%	77
2022 Q2	$15.8M	Buy	223,258 +29,400	+15%	+$2.17M	0.49%	76
2022 Q1	$14.9M	Buy	193,858 +232	+0.1%	+$18.5K	0.42%	78
2021 Q4	$16.8M	Hold	193,626	–	–	0.57%	64
2021 Q3	$16.8M	Hold	193,626	–	–	0.57%	64
2021 Q2	$15.9M	Buy	+193,626	New	+$14.9M	0.56%	66

Other funds holding OTIS

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

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

Border to Coast Pensions Partnership's OTIS Position: Q2 2025 in Review

Border to Coast Pensions Partnership sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 262,972 shares — an estimated $27.1M sold.

Border to Coast Pensions Partnership first reported a position in OTIS in Q2 2021 and held it in 16 quarters. The position peaked at $27.3M in Q3 2024. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

Border to Coast Pensions Partnership reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
Border to Coast Pensions Partnership sold 262,972 Otis Worldwide shares in Q2 2025, an estimated $27.1M.
Border to Coast Pensions Partnership first reported a position in Otis Worldwide in Q2 2021 and held it in 16 quarters.
Border to Coast Pensions Partnership's Otis Worldwide position peaked at $27.3M in Q3 2024.
1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Border to Coast Pensions Partnership's 13F filing for Q2 2025, filed 14 Jul 2025.