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
2024 Q4	–	Sell	-52,900	Closed	-$5.5M	–	439
2024 Q3	$5.5M	Buy	+52,900	New	+$5.04M	0.12%	164

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Interval Partners's OTIS Position: Q3 2025 in Review

Interval Partners sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 59,186 shares — an estimated $5.86M sold.

Interval Partners first reported a position in OTIS in Q3 2020 and held it in 6 quarters. The position peaked at $9.75M in Q4 2020. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

Interval Partners reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
Interval Partners sold 59,186 Otis Worldwide shares in Q3 2025, an estimated $5.86M.
Interval Partners first reported a position in Otis Worldwide in Q3 2020 and held it in 6 quarters.
Interval Partners's Otis Worldwide position peaked at $9.75M in Q4 2020.
1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Interval Partners's 13F filing for Q3 2025, filed 14 Nov 2025.