J.L. Bainbridge & Co’s Otis Worldwide OTIS Stock Holding History

J.L. Bainbridge & Co’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	-3,110	Closed	-$308K	–	111
2025 Q2	$308K	Buy	3,110 +27	+0.9%	+$2.61K	0.03%	74
2025 Q1	$318K	Buy	3,083 +11	+0.4%	+$1.07K	0.03%	70
2024 Q4	$284K	Buy	3,072 +12	+0.4%	+$1.2K	0.03%	80
2024 Q3	$318K	Buy	3,060 +13	+0.4%	+$1.24K	0.03%	74
2024 Q2	$293K	Buy	3,047 +12	+0.4%	+$1.16K	0.03%	67
2024 Q1	$301K	Sell	3,035 -24	-0.8%	-$2.22K	0.03%	62
2023 Q4	$274K	Sell	3,059 -65	-2%	-$5.41K	0.03%	62
2023 Q3	$251K	Buy	3,124 +12	+0.4%	+$1.03K	0.03%	62
2023 Q2	$277K	Buy	3,112 +12	+0.4%	+$1.01K	0.03%	55
2023 Q1	$262K	Buy	3,100 +11	+0.4%	+$910	0.04%	56
2022 Q4	$242K	Buy	+3,089	New	+$228K	0.04%	62
2022 Q3	–	Sell	-3,066	Closed	-$217K	–	75
2022 Q2	$217K	Buy	3,066 +12	+0.4%	+$884	0.03%	68
2022 Q1	$235K	Buy	+3,054	New	+$244K	0.03%	76

Other funds holding OTIS

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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 London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return