First City Capital Management’s Otis Worldwide OTIS Stock Holding History

First City Capital 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
2025 Q1	–	Sell	-2,250	Closed	-$208K	–	153
2024 Q4	$208K	Sell	2,250 -150	-6%	-$15K	0.11%	150
2024 Q3	$249K	Hold	2,400	–	–	0.13%	144
2024 Q2	$231K	Sell	2,400 -300	-11%	-$28.9K	0.13%	147
2024 Q1	$268K	Sell	2,700 -1,375	-34%	-$127K	0.15%	148
2023 Q4	$365K	Sell	4,075 -338	-8%	-$28.1K	0.21%	118
2023 Q3	$354K	Sell	4,413 -17	-0.4%	-$1.45K	0.22%	113
2023 Q2	$394K	Sell	4,430 -50	-1%	-$4.21K	0.23%	112
2023 Q1	$382K	Sell	4,480 -12	-0.3%	-$993	0.22%	113
2022 Q4	$352K	Sell	4,492 -50	-1%	-$3.69K	0.21%	119
2022 Q3	$290K	Hold	4,542	–	–	0.19%	126
2022 Q2	$321K	Buy	4,542 +125	+3%	+$9.21K	0.2%	125
2022 Q1	$340K	Hold	4,417	–	–	0.19%	128
2021 Q4	$364K	Sell	4,417 -763	-15%	-$63.9K	0.2%	119
2021 Q3	$426K	Hold	5,180	–	–	0.24%	117
2021 Q2	$467K	Sell	5,180 -42	-0.8%	-$3.23K	0.26%	110
2021 Q1	$398K	Sell	5,222 -175	-3%	-$11.4K	0.23%	115
2020 Q4	$342K	Sell	5,397 -5,918	-52%	-$384K	0.22%	123
2020 Q3	$742K	Buy	11,315 +5,430	+92%	+$332K	0.28%	96
2020 Q2	$335K	Buy	+5,885	New	+$305K	0.26%	100

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First City Capital Management's OTIS Position: Q1 2025 in Review

First City Capital Management sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 2,250 shares — an estimated $208K sold.

First City Capital Management first reported a position in OTIS in Q2 2020 and held it in 19 quarters. The position peaked at $742K in Q3 2020. 1,247 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

First City Capital Management reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
First City Capital Management sold 2,250 Otis Worldwide shares in Q1 2025, an estimated $208K.
First City Capital Management first reported a position in Otis Worldwide in Q2 2020 and held it in 19 quarters.
First City Capital Management's Otis Worldwide position peaked at $742K in Q3 2020.
1,247 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on First City Capital Management's 13F filing for Q1 2025, filed 11 Apr 2025.