SSB
OTIS icon

Sandy Spring Bank’s Otis Worldwide OTIS Stock Holding History

Sandy Spring Bank’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 		$2.06M Sell
19,922
-1,866
-9% -$182K 0.09% 172
2024
Q4 		$2.02M Sell
21,788
-1,276
-6% -$128K 0.08% 172
2024
Q3 		$2.4M Sell
23,064
-2,340
-9% -$223K 0.1% 164
2024
Q2 		$2.45M Sell
25,404
-1,947
-7% -$188K 0.11% 152
2024
Q1 		$2.72M Sell
27,351
-2,492
-8% -$230K 0.12% 142
2023
Q4 		$2.67M Sell
29,843
-704
-2% -$58.5K 0.13% 139
2023
Q3 		$2.45M Sell
30,547
-1,038
-3% -$88.8K 0.14% 141
2023
Q2 		$2.81M Sell
31,585
-1,399
-4% -$118K 0.15% 135
2023
Q1 		$2.78M Sell
32,984
-3,539
-10% -$293K 0.16% 132
2022
Q4 		$2.86M Buy
36,523
+255
+0.7% +$18.8K 0.17% 131
2022
Q3 		$2.31M Sell
36,268
-729
-2% -$53.3K 0.15% 138
2022
Q2 		$2.61M Buy
36,997
+4,730
+15% +$348K 0.16% 128
2022
Q1 		$2.48M Sell
32,267
-838
-3% -$67K 0.13% 147
2021
Q4 		$2.88M Buy
33,105
+46
+0.1% +$3.85K 0.14% 140
2021
Q3 		$2.72M Sell
33,059
-1,955
-6% -$172K 0.14% 138
2021
Q2 		$2.86M Sell
35,014
-2,818
-7% -$217K 0.15% 128
2021
Q1 		$2.59M Sell
37,832
-1,266
-3% -$82.8K 0.15% 136
2020
Q4 		$2.64M Sell
39,098
-1,561
-4% -$101K 0.16% 128
2020
Q3 		$2.54M Sell
40,659
-4,352
-10% -$266K 0.17% 125
2020
Q2 		$2.56M Buy
+45,011
New +$2.33M 0.19% 117

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

Sandy Spring Bank's OTIS Position: Q1 2025 in Review

Sandy Spring Bank reduced its Otis Worldwide (OTIS) stake by 8.6% in Q1 2025, selling an estimated $182K and leaving 19,922 shares worth $2.06M. The position accounts for 0.09% of the portfolio, ranked #172.

Sandy Spring Bank first reported a position in OTIS in Q2 2020 and has held it in 20 quarters since. The position peaked at $2.88M in Q4 2021. 1,244 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

  • Sandy Spring Bank held 19,922 shares of Otis Worldwide worth $2.06M as of Q1 2025.
  • Sandy Spring Bank sold 1,866 Otis Worldwide shares in Q1 2025, an estimated $182K.
  • Otis Worldwide made up 0.09% of Sandy Spring Bank's portfolio in Q1 2025, its #172 holding.
  • Sandy Spring Bank first reported a position in Otis Worldwide in Q2 2020 and has held it in 20 quarters since.
  • Sandy Spring Bank's Otis Worldwide position peaked at $2.88M in Q4 2021.
  • 1,244 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.