Lee, Danner & Bass
OTIS icon

Lee, Danner & Bass’s Otis Worldwide OTIS Stock Holding History

Lee, Danner & Bass’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
2026
Q3 		$442K Sell
6,875
-476
-6% -$33.9K 0.03% 193
2026
Q2 		$526K Buy
7,351
+16
+0.2% +$1.2K 0.03% 187
2026
Q1 		$565K Sell
7,335
-75
-1% -$6.56K 0.04% 181
2025
Q4 		$647K Hold
7,410
– – 0.05% 161
2025
Q3 		$677K Hold
7,410
– – 0.05% 156
2025
Q2 		$734K Sell
7,410
-573
-7% -$55.3K 0.06% 146
2025
Q1 		$824K Hold
7,983
– – 0.07% 141
2024
Q4 		$739K Sell
7,983
-517
-6% -$51.8K 0.06% 150
2024
Q3 		$883K Sell
8,500
-125
-1% -$11.9K 0.06% 144
2024
Q2 		$830K Buy
+8,625
New +$831K 0.06% 143
2023
Q4 		$755K Sell
8,444
-3,801
-31% -$316K 0.06% 144
2023
Q3 		$983K Sell
12,245
-562
-4% -$48.1K 0.09% 122
2023
Q2 		$1.14M Sell
12,807
-625
-5% -$52.7K 0.1% 121
2023
Q1 		$1.13M Sell
13,432
-638
-5% -$52.8K 0.1% 121
2022
Q4 		$1.1M Sell
14,070
-2,274
-14% -$168K 0.1% 121
2022
Q3 		$1.04M Hold
16,344
– – 0.11% 117
2022
Q2 		$1.16M Sell
16,344
-224
-1% -$16.5K 0.12% 113
2022
Q1 		$1.28M Sell
16,568
-25
-0.2% -$2K 0.11% 113
2021
Q4 		$1.44M Sell
16,593
-240
-1% -$20.1K 0.12% 110
2021
Q3 		$1.38M Sell
16,833
-5,989
-26% -$527K 0.13% 110
2021
Q2 		$1.87M Sell
22,822
-6,176
-21% -$475K 0.17% 97
2021
Q1 		$1.98M Sell
28,998
-6,709
-19% -$439K 0.19% 93
2020
Q4 		$2.41M Sell
35,707
-3,284
-8% -$213K 0.26% 82
2020
Q3 		$2.43M Sell
38,991
-2,652
-6% -$162K 0.29% 78
2020
Q2 		$2.37M Buy
+41,643
New +$2.16M 0.3% 74

Other funds holding OTIS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Lee, Danner & Bass's OTIS Position: Q3 2026 in Review

Lee, Danner & Bass reduced its Otis Worldwide (OTIS) stake by 6.5% in Q3 2026, selling an estimated $33.9K and leaving 6,875 shares worth $442K. The position accounts for 0.03% of the portfolio, ranked #193.

Lee, Danner & Bass first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.43M in Q3 2020. 1,015 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Lee, Danner & Bass held 6,875 shares of Otis Worldwide worth $442K as of Q3 2026.
  • Lee, Danner & Bass sold 476 Otis Worldwide shares in Q3 2026, an estimated $33.9K.
  • Otis Worldwide made up 0.03% of Lee, Danner & Bass's portfolio in Q3 2026, its #193 holding.
  • Lee, Danner & Bass first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Lee, Danner & Bass's Otis Worldwide position peaked at $2.43M in Q3 2020.
  • 1,015 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Lee, Danner & Bass's 13F filing for Q3 2026, filed 27 Oct 2026.