First PREMIER Bank’s Otis Worldwide OTIS Stock Holding History

First PREMIER Bank’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	-100	Closed	-$9K	–	389
2025 Q3	$9K	Hold	100	–	–	﹤0.01%	338
2025 Q2	$10K	Hold	100	–	–	﹤0.01%	323
2025 Q1	$10K	Hold	100	–	–	﹤0.01%	324
2024 Q4	$9K	Hold	100	–	–	﹤0.01%	326
2024 Q3	$10K	Hold	100	–	–	﹤0.01%	334
2024 Q2	$10K	Hold	100	–	–	﹤0.01%	318
2024 Q1	$10K	Hold	100	–	–	﹤0.01%	324
2023 Q4	$9K	Hold	100	–	–	﹤0.01%	312
2023 Q3	$8K	Hold	100	–	–	﹤0.01%	314
2023 Q2	$9K	Hold	100	–	–	﹤0.01%	334
2023 Q1	$8K	Hold	100	–	–	﹤0.01%	361
2022 Q4	$8K	Hold	100	–	–	﹤0.01%	361
2022 Q3	$6K	Hold	100	–	–	﹤0.01%	375
2022 Q2	$7K	Hold	100	–	–	﹤0.01%	376
2022 Q1	$8K	Hold	100	–	–	﹤0.01%	345
2021 Q4	$9K	Hold	100	–	–	﹤0.01%	336
2021 Q3	$8K	Hold	100	–	–	﹤0.01%	338
2021 Q2	$8K	Sell	100 -70	-41%	-$5.39K	﹤0.01%	340
2021 Q1	$12K	Hold	170	–	–	﹤0.01%	279
2020 Q4	$12K	Hold	170	–	–	﹤0.01%	277
2020 Q3	$10K	Sell	170 -230	-58%	-$14.1K	﹤0.01%	283
2020 Q2	$23K	Buy	+400	New	+$20.7K	0.01%	226

Other funds holding OTIS

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

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

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 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 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