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McElhenny Sheffield Capital Management’s Otis Worldwide OTIS Stock Holding History

McElhenny Sheffield Capital 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 		– Sell
-5,802
Closed -$537K – 114
2024
Q4 		$537K Buy
+5,802
New +$582K 0.18% 38
2023
Q1 		– Sell
-63
Closed -$4.93K – 447
2022
Q4 		$4.93K Buy
+63
New +$4.65K ﹤0.01% 408

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

McElhenny Sheffield Capital Management's OTIS Position: Q1 2025 in Review

McElhenny Sheffield Capital Management sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 5,802 shares — an estimated $537K sold.

McElhenny Sheffield Capital Management first reported a position in OTIS in Q4 2022 and held it in 2 quarters. The position peaked at $537K in Q4 2024. 1,243 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

  • McElhenny Sheffield Capital Management reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 5,802 Otis Worldwide shares in Q1 2025, an estimated $537K.
  • McElhenny Sheffield Capital Management first reported a position in Otis Worldwide in Q4 2022 and held it in 2 quarters.
  • McElhenny Sheffield Capital Management's Otis Worldwide position peaked at $537K in Q4 2024.
  • 1,243 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2025, filed 16 Apr 2025.