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Comgest Global Investors’s Otis Worldwide OTIS Stock Holding History

Comgest Global Investors’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
Q3 		– Sell
-166,709
Closed -$16.5M – 65
2025
Q2 		$16.5M Sell
166,709
-10,764
-6% -$1.04M 0.28% 32
2025
Q1 		$18.3M Sell
177,473
-160,614
-48% -$15.7M 0.33% 33
2024
Q4 		$31.3M Sell
338,087
-60,065
-15% -$6.02M 0.51% 29
2024
Q3 		$41.4M Sell
398,152
-24,904
-6% -$2.37M 0.59% 27
2024
Q2 		$40.7M Sell
423,056
-67,195
-14% -$6.48M 0.56% 27
2024
Q1 		$48.7M Buy
490,251
+21,434
+5% +$1.98M 0.68% 25
2023
Q4 		$41.9M Buy
468,817
+56,876
+14% +$4.73M 0.63% 24
2023
Q3 		$33.1M Buy
411,941
+105,385
+34% +$9.01M 0.57% 25
2023
Q2 		$27.3M Buy
306,556
+70,700
+30% +$5.96M 0.46% 29
2023
Q1 		$19.9M Sell
235,856
-6,153
-3% -$509K 0.37% 29
2022
Q4 		$19M Buy
242,009
+26,683
+12% +$1.97M 0.42% 32
2022
Q3 		$13.7M Buy
215,326
+12,606
+6% +$922K 0.3% 36
2022
Q2 		$14.3M Buy
202,720
+14,210
+8% +$1.05M 0.28% 35
2022
Q1 		$14.5M Buy
188,510
+7,695
+4% +$615K 0.23% 35
2021
Q4 		$15.7M Buy
180,815
+15,164
+9% +$1.27M 0.21% 37
2021
Q3 		$13.6M Buy
165,651
+40,051
+32% +$3.52M 0.18% 36
2021
Q2 		$10.3M Buy
125,600
+2,400
+2% +$185K 0.14% 36
2021
Q1 		$8.43M Buy
123,200
+20,000
+19% +$1.31M 0.13% 37
2020
Q4 		$6.97M Sell
103,200
-1,300
-1% -$84.3K 0.12% 40
2020
Q3 		$6.52M Buy
104,500
+59,500
+132% +$3.64M 0.1% 39
2020
Q2 		$2.56M Buy
+45,000
New +$2.33M 0.04% 47

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Comgest Global Investors's OTIS Position: Q3 2025 in Review

Comgest Global Investors sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 166,709 shares — an estimated $16.5M sold.

Comgest Global Investors first reported a position in OTIS in Q2 2020 and held it in 21 quarters. The position peaked at $48.7M in Q1 2024. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Comgest Global Investors reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • Comgest Global Investors sold 166,709 Otis Worldwide shares in Q3 2025, an estimated $16.5M.
  • Comgest Global Investors first reported a position in Otis Worldwide in Q2 2020 and held it in 21 quarters.
  • Comgest Global Investors's Otis Worldwide position peaked at $48.7M in Q1 2024.
  • 1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Comgest Global Investors's 13F filing for Q3 2025, filed 7 Nov 2025.