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Cloverfields Capital Group’s Otis Worldwide OTIS Stock Holding History

Cloverfields Capital Group’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
Q1 		$6.87M Sell
89,064
-3,465
-4% -$303K 2.22% 6
2025
Q4 		$8.08M Buy
92,529
+9,699
+12% +$868K 2.5% 6
2025
Q3 		$7.57M Sell
82,830
-2,972
-3% -$270K 2.37% 6
2025
Q2 		$8.5M Buy
85,802
+3,040
+4% +$293K 2.52% 1
2025
Q1 		$8.54M Sell
82,762
-2,248
-3% -$220K 2.82% 2
2024
Q4 		$7.87M Buy
85,010
+1,448
+2% +$145K 2.53% 3
2024
Q3 		$8.69M Sell
83,562
-8,986
-10% -$856K 2.81% 1
2024
Q2 		$8.91M Sell
92,548
-3,985
-4% -$384K 3.01% 1
2024
Q1 		$9.58M Buy
96,533
+4,796
+5% +$443K 3.23% 2
2023
Q4 		$8.21M Buy
91,737
+62,350
+212% +$5.18M 3.22% 2
2023
Q3 		$2.36M Hold
29,387
– – 1.06% 38
2023
Q2 		$2.62M Buy
29,387
+11,302
+62% +$952K 0.84% 31
2023
Q1 		$1.53M Buy
18,085
+9,272
+105% +$767K 0.46% 42
2022
Q4 		$690K Sell
8,813
-2,066
-19% -$153K 0.22% 47
2022
Q3 		$694K Buy
10,879
+138
+1% +$10.1K 0.24% 46
2022
Q2 		$759K Hold
10,741
– – 0.23% 46
2022
Q1 		$827K Sell
10,741
-883
-8% -$70.6K 0.26% 43
2021
Q4 		$1.01M Buy
11,624
+35
+0.3% +$2.93K 0.32% 44
2021
Q3 		$954K Hold
11,589
– – 0.31% 42
2021
Q2 		$948K Buy
11,589
+149
+1% +$11.5K 0.28% 43
2021
Q1 		$783K Buy
11,440
+208
+2% +$13.6K 0.25% 43
2020
Q4 		$759K Buy
+11,232
New +$729K 0.29% 41

Other funds holding OTIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cloverfields Capital Group's OTIS Position: Q1 2026 in Review

Cloverfields Capital Group reduced its Otis Worldwide (OTIS) stake by 3.7% in Q1 2026, selling an estimated $303K and leaving 89,064 shares worth $6.87M. The position accounts for 2.22% of the portfolio, ranked #6.

Cloverfields Capital Group first reported a position in OTIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.58M in Q1 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Cloverfields Capital Group held 89,064 shares of Otis Worldwide worth $6.87M as of Q1 2026.
  • Cloverfields Capital Group sold 3,465 Otis Worldwide shares in Q1 2026, an estimated $303K.
  • Otis Worldwide made up 2.22% of Cloverfields Capital Group's portfolio in Q1 2026, its #6 holding.
  • Cloverfields Capital Group first reported a position in Otis Worldwide in Q4 2020 and has held it in 22 quarters since.
  • Cloverfields Capital Group's Otis Worldwide position peaked at $9.58M in Q1 2024.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Cloverfields Capital Group's 13F filing for Q1 2026, filed 14 May 2026.