Laurie J. Hall Trustee’s Otis Worldwide OTIS Stock Holding History

Laurie J. Hall Trustee’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	-892	Closed	-$83K	–	205
2024 Q4	$83K	Hold	892	–	–	0.03%	164
2024 Q3	$93K	Buy	892 +800	+870%	+$76.2K	0.03%	165
2024 Q2	$9K	Hold	92	–	–	﹤0.01%	231
2024 Q1	$9K	Hold	92	–	–	﹤0.01%	234
2023 Q4	$8K	Hold	92	–	–	﹤0.01%	240
2023 Q3	$7K	Sell	92 -97	-51%	-$8.3K	﹤0.01%	240
2023 Q2	$17K	Hold	189	–	–	0.01%	224
2023 Q1	$16K	Hold	189	–	–	0.01%	220
2022 Q4	$15K	Hold	189	–	–	0.01%	217
2022 Q3	$12K	Hold	189	–	–	0.01%	235
2022 Q2	$14K	Hold	189	–	–	0.01%	244
2022 Q1	$14K	Hold	189	–	–	0.01%	263
2021 Q4	$16K	Hold	189	–	–	0.01%	255
2021 Q3	$16K	Hold	189	–	–	0.01%	256
2021 Q2	$16K	Hold	189	–	–	0.01%	267
2021 Q1	$13K	Hold	189	–	–	0.01%	282
2020 Q4	$13K	Hold	189	–	–	0.01%	274
2020 Q3	$12K	Buy	+189	New	+$11.6K	0.01%	258

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.38T AUM 44.17% 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

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

Norges Bank Oslo, Norway $1T AUM

Laurie J. Hall Trustee's OTIS Position: Q1 2025 in Review

Laurie J. Hall Trustee sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 892 shares — an estimated $83K sold.

Laurie J. Hall Trustee first reported a position in OTIS in Q3 2020 and held it in 18 quarters. The position peaked at $93K in Q3 2024. 1,247 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

Laurie J. Hall Trustee reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
Laurie J. Hall Trustee sold 892 Otis Worldwide shares in Q1 2025, an estimated $83K.
Laurie J. Hall Trustee first reported a position in Otis Worldwide in Q3 2020 and held it in 18 quarters.
Laurie J. Hall Trustee's Otis Worldwide position peaked at $93K in Q3 2024.
1,247 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2025, filed 15 May 2025.