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Fox Run Management’s Otis Worldwide OTIS Stock Holding History

Fox Run 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
Q4 		– Sell
-8,607
Closed -$787K – 1167
2025
Q3 		$787K Buy
+8,607
New +$781K 0.12% 300
2024
Q4 		– Sell
-10,118
Closed -$1.05M – 1098
2024
Q3 		$1.05M Buy
10,118
+4,364
+76% +$416K 0.23% 106
2024
Q2 		$554K Sell
5,754
-2,844
-33% -$274K 0.1% 369
2024
Q1 		$854K Buy
+8,598
New +$795K 0.18% 184
2023
Q2 		– Sell
-5,594
Closed -$472K – 888
2023
Q1 		$472K Buy
+5,594
New +$463K 0.15% 236
2022
Q2 		– Sell
-4,556
Closed -$351K – 687
2022
Q1 		$351K Sell
4,556
-240
-5% -$19.2K 0.2% 209
2021
Q4 		$418K Sell
4,796
-1,502
-24% -$126K 0.25% 128
2021
Q3 		$518K Buy
+6,298
New +$554K 0.33% 71

Other funds holding OTIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
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
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