Mitsubishi UFJ Asset Management (UK)’s Otis Worldwide OTIS Stock Holding History

Mitsubishi UFJ Asset Management (UK)’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 Q3	–	Sell	-3,000	Closed	-$297K	–	114
2025 Q2	$297K	Hold	3,000	–	–	0.15%	97
2025 Q1	$310K	Sell	3,000 -19,000	-86%	-$1.86M	0.17%	96
2024 Q4	$2.04M	Buy	22,000 +1,500	+7%	+$150K	0.9%	31
2024 Q3	$2.13M	Hold	20,500	–	–	1.1%	23
2024 Q2	$1.97M	Sell	20,500 -3,000	-13%	-$289K	1.02%	27
2024 Q1	$2.33M	Sell	23,500 -2,000	-8%	-$185K	1.18%	25
2023 Q4	$2.28M	Hold	25,500	–	–	1.25%	20
2023 Q3	$2.05M	Buy	25,500 +12,000	+89%	+$1.03M	1.44%	18
2023 Q2	$1.2M	Sell	13,500 -8,000	-37%	-$674K	0.77%	42
2023 Q1	$1.81M	Sell	21,500 -1,000	-4%	-$82.7K	1.17%	31
2022 Q4	$1.76M	Hold	22,500	–	–	1.23%	31
2022 Q3	$1.44M	Sell	22,500 -8,000	-26%	-$585K	1.11%	36
2022 Q2	$2.15M	Sell	30,500 -12,000	-28%	-$884K	1.24%	29
2022 Q1	$3.27M	Buy	42,500 +13,000	+44%	+$1.04M	1.47%	19
2021 Q4	$2.57M	Sell	29,500 -4,000	-12%	-$335K	1.1%	35
2021 Q3	$2.76M	Sell	33,500 -17,000	-34%	-$1.49M	1.16%	31
2021 Q2	$4.13M	Hold	50,500	–	–	1.79%	14
2021 Q1	$3.46M	Hold	50,500	–	–	1.53%	20
2020 Q4	$3.41M	Hold	50,500	–	–	1.53%	23
2020 Q3	$3.15M	Hold	50,500	–	–	1.55%	20
2020 Q2	$2.87M	Buy	+50,500	New	+$2.62M	1.54%	22

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Mitsubishi UFJ Asset Management (UK)'s OTIS Position: Q3 2025 in Review

Mitsubishi UFJ Asset Management (UK) sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 3,000 shares — an estimated $297K sold.

Mitsubishi UFJ Asset Management (UK) first reported a position in OTIS in Q2 2020 and held it in 21 quarters. The position peaked at $4.13M in Q2 2021. 1,255 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

Mitsubishi UFJ Asset Management (UK) reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
Mitsubishi UFJ Asset Management (UK) sold 3,000 Otis Worldwide shares in Q3 2025, an estimated $297K.
Mitsubishi UFJ Asset Management (UK) first reported a position in Otis Worldwide in Q2 2020 and held it in 21 quarters.
Mitsubishi UFJ Asset Management (UK)'s Otis Worldwide position peaked at $4.13M in Q2 2021.
1,255 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Mitsubishi UFJ Asset Management (UK)'s 13F filing for Q3 2025, filed 10 Nov 2025.