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Prospector Partners’s Otis Worldwide OTIS Stock Holding History

Prospector 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
2025
Q1 		– Sell
-97,201
Closed -$9M – 101
2024
Q4 		$9M Sell
97,201
-31,614
-25% -$3.17M 1% 46
2024
Q3 		$13.4M Buy
128,815
+4,890
+4% +$466K 1.4% 28
2024
Q2 		$11.9M Buy
123,925
+780
+0.6% +$75.2K 1.33% 26
2024
Q1 		$12.2M Buy
123,145
+1,730
+1% +$160K 1.34% 28
2023
Q4 		$10.9M Hold
121,415
– – 1.36% 33
2023
Q3 		$9.75M Buy
121,415
+350
+0.3% +$29.9K 1.31% 32
2023
Q2 		$10.8M Buy
121,065
+650
+0.5% +$54.8K 1.5% 27
2023
Q1 		$10.2M Buy
120,415
+3,500
+3% +$290K 1.41% 30
2022
Q4 		$9.16M Hold
116,915
– – 1.25% 29
2022
Q3 		$7.46M Buy
116,915
+12,150
+12% +$889K 1.11% 37
2022
Q2 		$7.4M Buy
104,765
+23,825
+29% +$1.75M 1.08% 38
2022
Q1 		$6.23M Buy
80,940
+11,450
+16% +$915K 0.77% 51
2021
Q4 		$6.05M Buy
69,490
+950
+1% +$79.5K 0.7% 54
2021
Q3 		$5.64M Sell
68,540
-900
-1% -$79.1K 0.72% 52
2021
Q2 		$5.68M Sell
69,440
-5,100
-7% -$393K 0.71% 55
2021
Q1 		$5.1M Sell
74,540
-500
-0.7% -$32.7K 0.65% 58
2020
Q4 		$5.07M Sell
75,040
-8,750
-10% -$568K 0.63% 57
2020
Q3 		$5.23M Buy
83,790
+6,550
+8% +$401K 0.79% 48
2020
Q2 		$4.39M Buy
+77,240
New +$4M 0.76% 51

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 $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Prospector Partners's OTIS Position: Q1 2025 in Review

Prospector Partners sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 97,201 shares — an estimated $9M sold.

Prospector Partners first reported a position in OTIS in Q2 2020 and held it in 19 quarters. The position peaked at $13.4M in Q3 2024. 1,245 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

  • Prospector Partners reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
  • Prospector Partners sold 97,201 Otis Worldwide shares in Q1 2025, an estimated $9M.
  • Prospector Partners first reported a position in Otis Worldwide in Q2 2020 and held it in 19 quarters.
  • Prospector Partners's Otis Worldwide position peaked at $13.4M in Q3 2024.
  • 1,245 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Prospector Partners's 13F filing for Q1 2025, filed 13 May 2025.