RMCM
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Reynders McVeigh Capital Management’s Otis Worldwide OTIS Stock Holding History

Reynders McVeigh 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
Q1 		– Sell
-2,247
Closed -$208K – 199
2024
Q4 		$208K Buy
2,247
+145
+7% +$14.5K 0.01% 194
2024
Q3 		$218K Sell
2,102
-12
-0.6% -$1.14K 0.01% 197
2024
Q2 		$203K Buy
2,114
+2
+0.1% +$193 0.01% 196
2024
Q1 		$210K Sell
2,112
-261
-11% -$24.1K 0.01% 191
2023
Q4 		$212K Sell
2,373
-673
-22% -$56K 0.01% 187
2023
Q3 		$245K Buy
3,046
+185
+6% +$15.8K 0.02% 178
2023
Q2 		$255K Buy
2,861
+333
+13% +$28.1K 0.02% 183
2023
Q1 		$213K Buy
+2,528
New +$209K 0.01% 194
2022
Q3 		– Sell
-3,402
Closed -$240K – 214
2022
Q2 		$240K Buy
3,402
+329
+11% +$24.2K 0.02% 196
2022
Q1 		$236K Sell
3,073
-160
-5% -$12.8K 0.01% 211
2021
Q4 		$281K Buy
3,233
+243
+8% +$20.3K 0.02% 201
2021
Q3 		$246K Sell
2,990
-87
-3% -$7.65K 0.02% 206
2021
Q2 		$252K Sell
3,077
-437
-12% -$33.6K 0.02% 207
2021
Q1 		$241K Sell
3,514
-520
-13% -$34K 0.02% 209
2020
Q4 		$272K Sell
4,034
-598
-13% -$38.8K 0.02% 196
2020
Q3 		$289K Sell
4,632
-3,086
-40% -$189K 0.02% 187
2020
Q2 		$439K Buy
+7,718
New +$400K 0.04% 149

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 $3.38T AUM 44.17% 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

Reynders McVeigh Capital Management's OTIS Position: Q1 2025 in Review

Reynders McVeigh Capital Management sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 2,247 shares — an estimated $208K sold.

Reynders McVeigh Capital Management first reported a position in OTIS in Q2 2020 and held it in 17 quarters. The position peaked at $439K in Q2 2020. 1,247 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

  • Reynders McVeigh Capital Management reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
  • Reynders McVeigh Capital Management sold 2,247 Otis Worldwide shares in Q1 2025, an estimated $208K.
  • Reynders McVeigh Capital Management first reported a position in Otis Worldwide in Q2 2020 and held it in 17 quarters.
  • Reynders McVeigh Capital Management's Otis Worldwide position peaked at $439K in Q2 2020.
  • 1,247 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Reynders McVeigh Capital Management's 13F filing for Q1 2025, filed 12 May 2025.