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Sabal Trust’s Otis Worldwide OTIS Stock Holding History

Sabal Trust’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 		$238K Hold
2,303
– – 0.01% 219
2024
Q4 		$213K Hold
2,303
– – 0.01% 225
2024
Q3 		$239K Hold
2,303
– – 0.01% 218
2024
Q2 		$222K Hold
2,303
– – 0.01% 204
2024
Q1 		$229K Hold
2,303
– – 0.01% 203
2023
Q4 		$206K Buy
+2,303
New +$191K 0.01% 211
2023
Q3 		– Sell
-11,951
Closed -$1.06M – 205
2023
Q2 		$1.06M Buy
+11,951
New +$1.01M 0.07% 103

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

Sabal Trust's OTIS Position: Q1 2025 in Review

Sabal Trust held its Otis Worldwide (OTIS) position steady in Q1 2025 at 2,303 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #219.

Sabal Trust first reported a position in OTIS in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.06M in Q2 2023. 1,244 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

  • Sabal Trust held 2,303 shares of Otis Worldwide worth $238K as of Q1 2025.
  • Sabal Trust left its Otis Worldwide share count unchanged in Q1 2025.
  • Otis Worldwide made up 0.01% of Sabal Trust's portfolio in Q1 2025, its #219 holding.
  • Sabal Trust first reported a position in Otis Worldwide in Q2 2023 and has held it in 7 quarters since.
  • Sabal Trust's Otis Worldwide position peaked at $1.06M in Q2 2023.
  • 1,244 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.