Meridiem Investment Management’s Otis Worldwide OTIS Stock Holding History

Meridiem Investment 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 Q2	–	Sell	-800	Closed	-$82.6K	–	55
2025 Q1	$82.6K	Hold	800	–	–	﹤0.01%	51
2024 Q4	$74.1K	Hold	800	–	–	﹤0.01%	55
2024 Q3	$83.1K	Hold	800	–	–	﹤0.01%	60
2024 Q2	$77K	Hold	800	–	–	﹤0.01%	51
2024 Q1	$79.4K	Sell	800 -3,245	-80%	-$300K	﹤0.01%	56
2023 Q4	$362K	Buy	4,045 +3,245	+406%	+$270K	0.01%	38
2023 Q3	$64.3K	Hold	800	–	–	﹤0.01%	55
2023 Q2	$71.2K	Hold	800	–	–	﹤0.01%	57
2023 Q1	$67.5K	Hold	800	–	–	﹤0.01%	59
2022 Q4	$62.7K	Hold	800	–	–	﹤0.01%	62
2022 Q3	$51K	Hold	800	–	–	﹤0.01%	68
2022 Q2	$57K	Hold	800	–	–	﹤0.01%	64
2022 Q1	$62K	Hold	800	–	–	﹤0.01%	66
2021 Q4	$70K	Hold	800	–	–	﹤0.01%	65
2021 Q3	$66K	Hold	800	–	–	﹤0.01%	68
2021 Q2	$65K	Sell	800 -187	-19%	-$14.4K	﹤0.01%	68
2021 Q1	$68K	Hold	987	–	–	﹤0.01%	70
2020 Q4	$67K	Buy	+987	New	+$64K	﹤0.01%	71

Other funds holding OTIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Norges Bank Oslo, Norway $1T AUM

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

Meridiem Investment Management's OTIS Position: Q2 2025 in Review

Meridiem Investment Management sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 800 shares — an estimated $82.6K sold.

Meridiem Investment Management first reported a position in OTIS in Q4 2020 and held it in 18 quarters. The position peaked at $362K in Q4 2023. 1,270 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

Meridiem Investment Management reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
Meridiem Investment Management sold 800 Otis Worldwide shares in Q2 2025, an estimated $82.6K.
Meridiem Investment Management first reported a position in Otis Worldwide in Q4 2020 and held it in 18 quarters.
Meridiem Investment Management's Otis Worldwide position peaked at $362K in Q4 2023.
1,270 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Meridiem Investment Management's 13F filing for Q2 2025, filed 23 Jul 2025.