Erste Asset Management’s Otis Worldwide OTIS Stock Holding History

Erste Asset Management’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
2026 Q1	$13.6M	Sell	178,676 -9,407	-5%	-$823K	0.13%	166
2025 Q4	$16.5M	Buy	188,083 +60,565	+47%	+$5.42M	0.14%	151
2025 Q3	$11.6M	Sell	127,518 -6,495	-5%	-$590K	0.11%	172
2025 Q2	$13.1M	Buy	134,013 +46,384	+53%	+$4.48M	0.11%	169
2025 Q1	$8.97M	Buy	+87,629	New	+$8.56M	0.12%	169
2024 Q1	–	Sell	-2,701	Closed	-$242K	–	782
2023 Q4	$242K	Sell	2,701 -50,160	-95%	-$4.17M	﹤0.01%	476
2023 Q3	$4.25M	Buy	52,861 +3,398	+7%	+$291K	0.07%	217
2023 Q2	$4.38M	Buy	49,463 +4,054	+9%	+$342K	0.08%	226
2023 Q1	$3.77M	Sell	45,409 -155	-0.3%	-$12.8K	0.07%	242
2022 Q4	$3.6M	Buy	45,564 +1,167	+3%	+$86.2K	0.08%	235
2022 Q3	$2.86M	Buy	44,397 +1,618	+4%	+$118K	0.06%	250
2022 Q2	$2.99M	Sell	42,779 -2,752	-6%	-$203K	0.07%	252
2022 Q1	$3.54M	Sell	45,531 -5,489	-11%	-$439K	0.07%	250
2021 Q4	$4.43M	Sell	51,020 -160	-0.3%	-$13.4K	0.08%	210
2021 Q3	$4.26M	Sell	51,180 -2,120	-4%	-$186K	0.08%	215
2021 Q2	$4.37M	Buy	53,300 +18,300	+52%	+$1.41M	0.09%	220
2021 Q1	$2.44M	Buy	+35,000	New	+$2.29M	0.06%	249
2020 Q4	–	Hold	0	–	–	–	766
2020 Q3	–	Hold	0	–	–	–	709
2020 Q2	–	Hold	0	–	–	–	717

Other funds holding OTIS

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Franklin Resources

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services

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