CenterBook Partners’s Otis Worldwide OTIS Stock Holding History

CenterBook 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
2026 Q3	$2.17M	Sell	33,808 -12,290	-27%	-$874K	0.1%	262
2026 Q2	$3.3M	Buy	+46,098	New	+$3.44M	0.16%	149
2026 Q1	–	Sell	-27,007	Closed	-$2.36M	–	743
2025 Q4	$2.36M	Buy	27,007 +12,262	+83%	+$1.1M	0.12%	235
2025 Q3	$1.35M	Buy	14,745 +10,770	+271%	+$978K	0.07%	328
2025 Q2	$394K	Buy	+3,975	New	+$384K	0.02%	468

Other funds holding OTIS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

CenterBook Partners's OTIS Position: Q3 2026 in Review

CenterBook Partners reduced its Otis Worldwide (OTIS) stake by 27% in Q3 2026, selling an estimated $874K and leaving 33,808 shares worth $2.17M. The position accounts for 0.1% of the portfolio, ranked #262.

CenterBook Partners first reported a position in OTIS in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.3M in Q2 2026. 609 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

CenterBook Partners held 33,808 shares of Otis Worldwide worth $2.17M as of Q3 2026.
CenterBook Partners sold 12,290 Otis Worldwide shares in Q3 2026, an estimated $874K.
Otis Worldwide made up 0.1% of CenterBook Partners's portfolio in Q3 2026, its #262 holding.
CenterBook Partners first reported a position in Otis Worldwide in Q2 2025 and has held it in 5 quarters since.
CenterBook Partners's Otis Worldwide position peaked at $3.3M in Q2 2026.
609 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on CenterBook Partners's 13F filing for Q3 2026, filed 2 Nov 2026.