Neo Ivy Capital Management’s Otis Worldwide OTIS Stock Holding History

Neo Ivy 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 Q4	–	Sell	-3,612	Closed	-$330K	–	481
2025 Q3	$330K	Buy	+3,612	New	+$328K	0.08%	266
2022 Q4	–	Sell	-1,871	Closed	-$119K	–	498
2022 Q3	$119K	Buy	+1,871	New	+$137K	0.31%	127
2021 Q4	–	Sell	-2,981	Closed	-$169K	–	579
2021 Q3	$169K	Buy	+2,981	New	+$262K	0.19%	173
2021 Q1	–	Sell	-894	Closed	-$60K	–	592
2020 Q4	$60K	Buy	+894	New	+$58K	0.07%	295
2020 Q3	–	Sell	-2,981	Closed	-$169K	–	572
2020 Q2	$169K	Buy	+2,981	New	+$154K	0.19%	173

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Neo Ivy Capital Management's OTIS Position: Q4 2025 in Review

Neo Ivy Capital Management sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 3,612 shares — an estimated $330K sold.

Neo Ivy Capital Management first reported a position in OTIS in Q2 2020 and held it in 5 quarters. The position peaked at $330K in Q3 2025. 1,311 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

Neo Ivy Capital Management reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 3,612 Otis Worldwide shares in Q4 2025, an estimated $330K.
Neo Ivy Capital Management first reported a position in Otis Worldwide in Q2 2020 and held it in 5 quarters.
Neo Ivy Capital Management's Otis Worldwide position peaked at $330K in Q3 2025.
1,311 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Neo Ivy Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.