Paloma Partners’s Otis Worldwide OTIS Stock Holding History

Paloma Partners’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
2024 Q4	–	Sell	-17,237	Closed	-$1.79M	–	858
2024 Q3	$1.79M	Buy	17,237 +6,672	+63%	+$636K	0.05%	303
2024 Q2	$1.02M	Buy	10,565 +6,126	+138%	+$590K	0.03%	509
2024 Q1	$441K	Sell	4,439 -1,359	-23%	-$126K	0.02%	441
2023 Q4	$519K	Buy	+5,798	New	+$482K	0.02%	532
2023 Q3	–	Sell	-8,016	Closed	-$686K	–	875
2023 Q2	$714K	Buy	+8,016	New	+$675K	0.03%	421
2022 Q2	–	Sell	-925	Closed	-$71K	–	1571
2022 Q1	$71K	Buy	+925	New	+$73.9K	﹤0.01%	1643
2021 Q4	–	Sell	-170,426	Closed	-$14M	–	2048
2021 Q3	$14M	Buy	+170,426	New	+$15M	0.34%	35
2021 Q2	–	Sell	-9,268	Closed	-$634K	–	2139
2021 Q1	$634K	Buy	9,268 +3,127	+51%	+$204K	0.01%	968
2020 Q4	$415K	Sell	6,141 -22,521	-79%	-$1.46M	0.01%	1001
2020 Q3	$1.79M	Buy	28,662 +17,263	+151%	+$1.06M	0.05%	429
2020 Q2	$648K	Buy	+11,399	New	+$591K	0.01%	1108

Other funds holding OTIS

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

JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.37T AUM 44.26% 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

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

Norges Bank Oslo, Norway $1T AUM

Paloma Partners's OTIS Position: Q4 2024 in Review

Paloma Partners sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 17,237 shares — an estimated $1.79M sold.

Paloma Partners first reported a position in OTIS in Q2 2020 and held it in 11 quarters. The position peaked at $14M in Q3 2021. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

Paloma Partners reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 17,237 Otis Worldwide shares in Q4 2024, an estimated $1.79M.
Paloma Partners first reported a position in Otis Worldwide in Q2 2020 and held it in 11 quarters.
Paloma Partners's Otis Worldwide position peaked at $14M in Q3 2021.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.