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Dover Advisors’s Otis Worldwide OTIS Stock Holding History

Dover Advisors’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
-2,702
Closed -$247K – 175
2025
Q3 		$247K Hold
2,702
– – 0.1% 151
2025
Q2 		$268K Sell
2,702
-235
-8% -$22.7K 0.12% 142
2025
Q1 		$303K Sell
2,937
-44
-1% -$4.3K 0.13% 128
2024
Q4 		$276K Sell
2,981
-167
-5% -$16.7K 0.16% 112
2024
Q3 		$327K Sell
3,148
-718
-19% -$68.4K 0.19% 109
2024
Q2 		$372K Sell
3,866
-395
-9% -$38.1K 0.23% 95
2024
Q1 		$423K Buy
4,261
+350
+9% +$32.3K 0.29% 85
2023
Q4 		$350K Sell
3,911
-690
-15% -$57.4K 0.46% 64
2023
Q3 		$370K Sell
4,601
-500
-10% -$42.8K 0.37% 73
2023
Q2 		$454K Hold
5,101
– – 0.4% 68
2023
Q1 		$431K Sell
5,101
-37
-0.7% -$3.06K 0.41% 65
2022
Q4 		$402K Buy
+5,138
New +$379K 0.43% 66

Other funds holding OTIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Norges Bank
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