Jennison Associates
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Jennison Associates’s Otis Worldwide OTIS Stock Holding History

Jennison Associates’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
-766,705
Closed -$71M – 624
2024
Q4 		$71M Sell
766,705
-411,852
-35% -$41.3M 0.04% 172
2024
Q3 		$122M Sell
1,178,557
-337,808
-22% -$32.2M 0.08% 116
2024
Q2 		$146M Buy
1,516,365
+144,320
+11% +$13.9M 0.09% 90
2024
Q1 		$136M Buy
1,372,045
+15,780
+1% +$1.46M 0.09% 90
2023
Q4 		$121M Buy
1,356,265
+137,085
+11% +$11.4M 0.09% 91
2023
Q3 		$97.9M Buy
1,219,180
+214,487
+21% +$18.3M 0.08% 108
2023
Q2 		$89.4M Sell
1,004,693
-75,569
-7% -$6.37M 0.07% 122
2023
Q1 		$91.2M Sell
1,080,262
-72,610
-6% -$6.01M 0.08% 119
2022
Q4 		$90.3M Sell
1,152,872
-149,122
-11% -$11M 0.09% 121
2022
Q3 		$83.1M Buy
1,301,994
+178,837
+16% +$13.1M 0.08% 120
2022
Q2 		$79.4M Sell
1,123,157
-203,150
-15% -$15M 0.08% 126
2022
Q1 		$102M Buy
1,326,307
+193,691
+17% +$15.5M 0.08% 119
2021
Q4 		$98.6M Sell
1,132,616
-242,108
-18% -$20.3M 0.06% 124
2021
Q3 		$113M Buy
1,374,724
+222,446
+19% +$19.6M 0.07% 109
2021
Q2 		$94.2M Buy
1,152,278
+66,002
+6% +$5.08M 0.06% 128
2021
Q1 		$74.4M Sell
1,086,276
-1,478
-0.1% -$96.6K 0.05% 162
2020
Q4 		$73.5M Buy
1,087,754
+2,860
+0.3% +$186K 0.05% 142
2020
Q3 		$67.7M Buy
1,084,894
+19,091
+2% +$1.17M 0.05% 136
2020
Q2 		$60.6M Buy
+1,065,803
New +$55.2M 0.05% 142

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 $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $1T AUM

Jennison Associates's OTIS Position: Q1 2025 in Review

Jennison Associates sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 766,705 shares — an estimated $71M sold.

Jennison Associates first reported a position in OTIS in Q2 2020 and held it in 19 quarters. The position peaked at $146M in Q2 2024. 1,245 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

  • Jennison Associates reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
  • Jennison Associates sold 766,705 Otis Worldwide shares in Q1 2025, an estimated $71M.
  • Jennison Associates first reported a position in Otis Worldwide in Q2 2020 and held it in 19 quarters.
  • Jennison Associates's Otis Worldwide position peaked at $146M in Q2 2024.
  • 1,245 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Jennison Associates's 13F filing for Q1 2025, filed 5 May 2025.