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JCIC Asset Management’s Otis Worldwide OTIS Stock Holding History

JCIC Asset 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
Q1 		$1.24K Buy
+12
New +$1.17K ﹤0.01% 132
2020
Q4 		– Sell
-190
Closed -$12K – 124
2020
Q3 		$12K Buy
+190
New +$11.6K 0.01% 88

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 $5.72T 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

JCIC Asset Management's OTIS Position: Q1 2025 in Review

JCIC Asset Management opened a new position in Otis Worldwide (OTIS) in Q1 2025: 12 shares worth $1.24K. The stake represents ﹤0.01% of the portfolio and ranks #132 among its holdings. This is a return to the name: JCIC Asset Management previously reported a position in OTIS as recently as Q3 2020.

JCIC Asset Management first reported a position in OTIS in Q3 2020 and has held it in 2 quarters since. The position peaked at $12K in Q3 2020. 1,243 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

  • JCIC Asset Management held 12 shares of Otis Worldwide worth $1.24K as of Q1 2025.
  • Otis Worldwide was a new JCIC Asset Management position in Q1 2025.
  • Otis Worldwide made up ﹤0.01% of JCIC Asset Management's portfolio in Q1 2025, its #132 holding.
  • JCIC Asset Management first reported a position in Otis Worldwide in Q3 2020 and has held it in 2 quarters since.
  • JCIC Asset Management's Otis Worldwide position peaked at $12K in Q3 2020.
  • 1,243 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on JCIC Asset Management's 13F filing for Q1 2025, filed 23 Apr 2025.