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Ewing Morris & Co Investment Partners’s Otis Worldwide OTIS Stock Holding History

Ewing Morris & Co Investment Partners’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
-8,145
Closed -$754K – 109
2024
Q4 		$754K Buy
+8,145
New +$817K 0.26% 66

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State Street
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Morgan Stanley
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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Ewing Morris & Co Investment Partners's OTIS Position: Q1 2025 in Review

Ewing Morris & Co Investment Partners sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 8,145 shares — an estimated $754K sold.

Ewing Morris & Co Investment Partners first reported a position in OTIS in Q4 2024 and held it in 1 quarter. The position peaked at $754K in Q4 2024. 1,243 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

  • Ewing Morris & Co Investment Partners reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
  • Ewing Morris & Co Investment Partners sold 8,145 Otis Worldwide shares in Q1 2025, an estimated $754K.
  • Ewing Morris & Co Investment Partners first reported a position in Otis Worldwide in Q4 2024 and held it in 1 quarter.
  • Ewing Morris & Co Investment Partners's Otis Worldwide position peaked at $754K in Q4 2024.
  • 1,243 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q1 2025, filed 15 May 2025.