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Lindbrook Capital’s Otis Worldwide OTIS Stock Holding History

Lindbrook Capital’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 		$620K Buy
6,008
+50
+0.8% +$4.88K 0.06% 187
2024
Q4 		$552K Buy
5,958
+37
+0.6% +$3.71K 0.05% 206
2024
Q3 		$615K Sell
5,921
-170
-3% -$16.2K 0.05% 194
2024
Q2 		$586K Buy
6,091
+121
+2% +$11.7K 0.06% 185
2024
Q1 		$593K Buy
5,970
+78
+1% +$7.21K 0.06% 188
2023
Q4 		$527K Buy
5,892
+710
+14% +$59K 0.05% 191
2023
Q3 		$416K Buy
5,182
+1
+0% +$86 0.05% 205
2023
Q2 		$461K Sell
5,181
-193
-4% -$16.3K 0.05% 192
2023
Q1 		$454K Sell
5,374
-213
-4% -$17.6K 0.05% 186
2022
Q4 		$438K Buy
5,587
+290
+5% +$21.4K 0.05% 201
2022
Q3 		$338K Buy
5,297
+9
+0.2% +$658 0.06% 193
2022
Q2 		$374K Buy
5,288
+96
+2% +$7.07K 0.06% 187
2022
Q1 		$400K Sell
5,192
-136
-3% -$10.9K 0.06% 186
2021
Q4 		$464K Buy
5,328
+4,035
+312% +$338K 0.07% 174
2021
Q3 		$106K Hold
1,293
– – 0.03% 258
2021
Q2 		$106K Sell
1,293
-500
-28% -$38.5K 0.02% 281
2021
Q1 		$123K Buy
1,793
+8
+0.4% +$523 0.03% 237
2020
Q4 		$121K Hold
1,785
– – 0.03% 208
2020
Q3 		$111K Sell
1,785
-2
-0.1% -$122 0.03% 190
2020
Q2 		$102K Buy
+1,787
New +$92.6K 0.03% 201

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 $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $1.66T 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 $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lindbrook Capital's OTIS Position: Q1 2025 in Review

Lindbrook Capital increased its Otis Worldwide (OTIS) stake by 0.84% in Q1 2025, buying an estimated $4.88K and bringing the position to 6,008 shares worth $620K. The position accounts for 0.06% of the portfolio, ranked #187.

Lindbrook Capital first reported a position in OTIS in Q2 2020 and has held it in 20 quarters since. 1,244 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

  • Lindbrook Capital held 6,008 shares of Otis Worldwide worth $620K as of Q1 2025.
  • Lindbrook Capital bought 50 Otis Worldwide shares in Q1 2025, an estimated $4.88K.
  • Otis Worldwide made up 0.06% of Lindbrook Capital's portfolio in Q1 2025, its #187 holding.
  • Lindbrook Capital first reported a position in Otis Worldwide in Q2 2020 and has held it in 20 quarters since.
  • 1,244 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.