Conning Inc’s Otis Worldwide OTIS Stock Holding History

Conning Inc’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	-2,088	Closed	-$215K	–	355
2025 Q1	$215K	Buy	+2,088	New	+$204K	0.01%	335
2024 Q4	–	Sell	-2,304	Closed	-$239K	–	364
2024 Q3	$239K	Sell	2,304 -1	-0%	-$95	0.01%	330
2024 Q2	$222K	Buy	2,305 +250	+12%	+$24.1K	0.01%	328
2024 Q1	$204K	Buy	+2,055	New	+$190K	0.01%	347
2023 Q3	–	Sell	-2,270	Closed	-$202K	–	337
2023 Q2	$202K	Sell	2,270 -200	-8%	-$16.9K	0.01%	343
2023 Q1	$208K	Buy	+2,470	New	+$204K	0.01%	357
2022 Q3	–	Sell	-2,880	Closed	-$204K	–	387
2022 Q2	$204K	Sell	2,880 -7	-0.2%	-$516	0.01%	384
2022 Q1	$222K	Sell	2,887 -690	-19%	-$55.1K	0.01%	402
2021 Q4	$311K	Sell	3,577 -217	-6%	-$18.2K	0.01%	354
2021 Q3	$312K	Sell	3,794 -706	-16%	-$62.1K	0.01%	348
2021 Q2	$368K	Sell	4,500 -480	-10%	-$36.9K	0.01%	338
2021 Q1	$341K	Sell	4,980 -420	-8%	-$27.5K	0.01%	351
2020 Q4	$365K	Sell	5,400 -258	-5%	-$16.7K	0.01%	339
2020 Q3	$353K	Buy	5,658 +80	+1%	+$4.89K	0.01%	328
2020 Q2	$317K	Buy	+5,578	New	+$289K	0.01%	333

Other funds holding OTIS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return