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Cypress Capital Group’s Otis Worldwide OTIS Stock Holding History

Cypress 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
2025
Q1 		– Sell
-6,058
Closed -$561K – 248
2024
Q4 		$561K Sell
6,058
-2,515
-29% -$252K 0.07% 170
2024
Q3 		$891K Sell
8,573
-33
-0.4% -$3.14K 0.1% 160
2024
Q2 		$828K Sell
8,606
-975
-10% -$94K 0.1% 154
2024
Q1 		$951K Sell
9,581
-182
-2% -$16.8K 0.11% 154
2023
Q4 		$874K Sell
9,763
-614
-6% -$51.1K 0.11% 162
2023
Q3 		$833K Buy
10,377
+103
+1% +$8.81K 0.12% 154
2023
Q2 		$915K Buy
10,274
+277
+3% +$23.3K 0.13% 153
2023
Q1 		$844K Sell
9,997
-41
-0.4% -$3.39K 0.13% 163
2022
Q4 		$786K Buy
10,038
+2,935
+41% +$217K 0.12% 162
2022
Q3 		$453K Sell
7,103
-3,375
-32% -$247K 0.08% 188
2022
Q2 		$740K Sell
10,478
-745
-7% -$54.9K 0.11% 161
2022
Q1 		$864K Buy
11,223
+2,391
+27% +$191K 0.11% 164
2021
Q4 		$769K Sell
8,832
-4,406
-33% -$369K 0.1% 168
2021
Q3 		$1.09M Sell
13,238
-161
-1% -$14.2K 0.15% 128
2021
Q2 		$1.09M Sell
13,399
-669
-5% -$51.5K 0.15% 134
2021
Q1 		$963K Buy
14,068
+11,060
+368% +$723K 0.14% 143
2020
Q4 		$203K Sell
3,008
-489
-14% -$31.7K 0.03% 260
2020
Q3 		$218K Sell
3,497
-900
-20% -$55K 0.04% 241
2020
Q2 		$250K Buy
+4,397
New +$228K 0.05% 221

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cypress Capital Group's OTIS Position: Q1 2025 in Review

Cypress Capital Group sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 6,058 shares — an estimated $561K sold.

Cypress Capital Group first reported a position in OTIS in Q2 2020 and held it in 19 quarters. The position peaked at $1.09M in Q2 2021. 1,245 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

  • Cypress Capital Group reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
  • Cypress Capital Group sold 6,058 Otis Worldwide shares in Q1 2025, an estimated $561K.
  • Cypress Capital Group first reported a position in Otis Worldwide in Q2 2020 and held it in 19 quarters.
  • Cypress Capital Group's Otis Worldwide position peaked at $1.09M in Q2 2021.
  • 1,245 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Cypress Capital Group's 13F filing for Q1 2025, filed 12 May 2025.