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Eagle Bay Advisors’s Otis Worldwide OTIS Stock Holding History

Eagle Bay 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
Q1 		– Sell
-760
Closed -$70.3K – 707
2024
Q4 		$70.3K Sell
760
-77
-9% -$7.72K 0.04% 285
2024
Q3 		$86.9K Sell
837
-8
-0.9% -$762 0.03% 334
2024
Q2 		$81.3K Sell
845
-126
-13% -$12.1K 0.05% 264
2024
Q1 		$96.3K Buy
971
+35
+4% +$3.23K 0.06% 218
2023
Q4 		$83.7K Sell
936
-148
-14% -$12.3K 0.05% 231
2023
Q3 		$87K Buy
1,084
+117
+12% +$10K 0.04% 281
2023
Q2 		$86.1K Sell
967
-33
-3% -$2.78K 0.05% 246
2023
Q1 		$84.4K Sell
1,000
-148
-13% -$12.2K 0.05% 283
2022
Q4 		$89.9K Buy
1,148
+305
+36% +$22.5K 0.05% 260
2022
Q3 		$54K Sell
843
-39
-4% -$2.85K 0.03% 325
2022
Q2 		$62.3K Buy
882
+875
+12,500% +$64.4K 0.04% 311
2022
Q1 		$1K Sell
7
-924
-99% -$73.8K ﹤0.01% 290
2021
Q4 		$81K Sell
931
-705
-43% -$59K 0.05% 232
2021
Q3 		$136K Buy
1,636
+765
+88% +$67.3K 0.08% 183
2021
Q2 		$73K Buy
+871
New +$67K 0.06% 216

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

Eagle Bay Advisors's OTIS Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 760 shares — an estimated $70.3K sold.

Eagle Bay Advisors first reported a position in OTIS in Q2 2021 and held it in 15 quarters. The position peaked at $136K in Q3 2021. 1,245 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

  • Eagle Bay Advisors reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 760 Otis Worldwide shares in Q1 2025, an estimated $70.3K.
  • Eagle Bay Advisors first reported a position in Otis Worldwide in Q2 2021 and held it in 15 quarters.
  • Eagle Bay Advisors's Otis Worldwide position peaked at $136K in Q3 2021.
  • 1,245 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.