RIM
OTIS icon

Redwood Investment Management’s Otis Worldwide OTIS Stock Holding History

Redwood 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
Q1 		– Sell
-15,439
Closed -$1.43M – 347
2024
Q4 		$1.43M Buy
15,439
+412
+3% +$41.3K 0.14% 182
2024
Q3 		$1.57M Buy
15,027
+593
+4% +$56.5K 0.14% 194
2024
Q2 		$1.33M Buy
+14,434
New +$1.39M 0.12% 206

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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Redwood Investment Management's OTIS Position: Q1 2025 in Review

Redwood Investment Management sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 15,439 shares — an estimated $1.43M sold.

Redwood Investment Management first reported a position in OTIS in Q2 2024 and held it in 3 quarters. The position peaked at $1.57M in Q3 2024. 1,244 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

  • Redwood Investment Management reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
  • Redwood Investment Management sold 15,439 Otis Worldwide shares in Q1 2025, an estimated $1.43M.
  • Redwood Investment Management first reported a position in Otis Worldwide in Q2 2024 and held it in 3 quarters.
  • Redwood Investment Management's Otis Worldwide position peaked at $1.57M in Q3 2024.
  • 1,244 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Redwood Investment Management's 13F filing for Q1 2025, filed 14 May 2025.