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Harel Insurance Investments & Financial Services’s Otis Worldwide OTIS Stock Holding History

Harel Insurance Investments & Financial Services’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
-55
Closed -$5K – 531
2024
Q4 		$5K Hold
55
– – ﹤0.01% 454
2024
Q3 		$6K Hold
55
– – ﹤0.01% 470
2024
Q2 		$5K Hold
55
– – ﹤0.01% 507
2024
Q1 		$5K Hold
55
– – ﹤0.01% 515
2023
Q4 		$5K Hold
55
– – ﹤0.01% 573
2023
Q3 		$4K Hold
55
– – ﹤0.01% 627
2023
Q2 		$5K Hold
55
– – ﹤0.01% 660
2023
Q1 		$5K Hold
55
– – ﹤0.01% 676
2022
Q4 		$4K Sell
55
-5,631
-99% -$416K ﹤0.01% 660
2022
Q3 		$367K Hold
5,686
– – 0.01% 245
2022
Q2 		$402K Hold
5,686
– – 0.01% 269
2022
Q1 		$438K Sell
5,686
-800
-12% -$63.9K 0.01% 278
2021
Q4 		$559K Buy
6,486
+5,533
+581% +$463K 0.01% 253
2021
Q3 		$78K Hold
953
– – ﹤0.01% 484
2021
Q2 		$244K Buy
953
+898
+1,633% +$69.1K 0.01% 569
2021
Q1 		$4K Buy
+55
New +$3.6K ﹤0.01% 725
2020
Q4 		– Sell
-55
Closed -$3K – 769
2020
Q3 		$3K Hold
55
– – ﹤0.01% 608
2020
Q2 		$3K Buy
+55
New +$2.85K ﹤0.01% 491

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Harel Insurance Investments & Financial Services's OTIS Position: Q1 2025 in Review

Harel Insurance Investments & Financial Services sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 55 shares — an estimated $5K sold.

Harel Insurance Investments & Financial Services first reported a position in OTIS in Q2 2020 and held it in 18 quarters. The position peaked at $559K in Q4 2021. 1,244 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

  • Harel Insurance Investments & Financial Services reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 55 Otis Worldwide shares in Q1 2025, an estimated $5K.
  • Harel Insurance Investments & Financial Services first reported a position in Otis Worldwide in Q2 2020 and held it in 18 quarters.
  • Harel Insurance Investments & Financial Services's Otis Worldwide position peaked at $559K in Q4 2021.
  • 1,244 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2025, filed 29 Apr 2025.