IP
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Interval Partners’s Otis Worldwide OTIS Stock Holding History

Interval 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
Q3 		– Sell
-59,186
Closed -$5.86M – 485
2025
Q2 		$5.86M Buy
+59,186
New +$5.71M 0.13% 189
2024
Q4 		– Hold
0
– – – 470
2024
Q3 		– Hold
0
– – – 459
2023
Q1 		– Sell
-123,767
Closed -$9.69M – 340
2022
Q4 		$9.69M Buy
+123,767
New +$9.14M 0.78% 52
2021
Q3 		– Sell
-99,751
Closed -$8.16M – 385
2021
Q2 		$8.16M Sell
99,751
-6,890
-6% -$530K 0.49% 90
2021
Q1 		$7.3M Sell
106,641
-37,717
-26% -$2.47M 0.48% 99
2020
Q4 		$9.75M Sell
144,358
-4,906
-3% -$318K 0.57% 64
2020
Q3 		$9.32M Buy
+149,264
New +$9.13M 0.83% 49

Other funds holding OTIS

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return