Connor, Clark & Lunn Investment Management (CC&L)’s Otis Worldwide OTIS Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 Q4	–	Sell	-67,057	Closed	-$6.13M	–	1719
2025 Q3	$6.13M	Sell	67,057 -31,678	-32%	-$2.88M	0.02%	526
2025 Q2	$9.78M	Buy	98,735 +27,649	+39%	+$2.67M	0.03%	406
2025 Q1	$7.34M	Buy	+71,086	New	+$6.94M	0.03%	398
2024 Q2	–	Sell	-3,000	Closed	-$298K	–	1600
2024 Q1	$298K	Buy	+3,000	New	+$277K	﹤0.01%	1265
2021 Q2	–	Sell	-48,686	Closed	-$3.33M	–	1065
2021 Q1	$3.33M	Sell	48,686 -3,457	-7%	-$226K	0.02%	441
2020 Q4	$3.52M	Buy	52,143 +25,343	+95%	+$1.64M	0.02%	403
2020 Q3	$1.67M	Buy	+26,800	New	+$1.64M	0.01%	518

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

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

Connor, Clark & Lunn Investment Management (CC&L)'s OTIS Position: Q4 2025 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 67,057 shares — an estimated $6.13M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in OTIS in Q3 2020 and held it in 7 quarters. The position peaked at $9.78M in Q2 2025. 1,310 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 67,057 Otis Worldwide shares in Q4 2025, an estimated $6.13M.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Otis Worldwide in Q3 2020 and held it in 7 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s Otis Worldwide position peaked at $9.78M in Q2 2025.
1,310 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q4 2025, filed 10 Feb 2026.