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Sawgrass Asset Management’s Otis Worldwide OTIS Stock Holding History

Sawgrass Asset 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
Q2 		– Sell
-52,502
Closed -$5.42M – 186
2025
Q1 		$5.42M Sell
52,502
-28,869
-35% -$2.82M 0.66% 56
2024
Q4 		$7.54M Sell
81,371
-5,134
-6% -$515K 0.83% 43
2024
Q3 		$8.99M Buy
86,505
+25,112
+41% +$2.39M 0.94% 39
2024
Q2 		$5.91M Sell
61,393
-1,054
-2% -$102K 0.64% 52
2024
Q1 		$6.2M Sell
62,447
-2,890
-4% -$267K 0.68% 53
2023
Q4 		$5.85M Sell
65,337
-2,147
-3% -$179K 0.66% 54
2023
Q3 		$5.42M Buy
+67,484
New +$5.77M 0.66% 50
2020
Q3 		– Sell
-6,805
Closed -$387K – 160
2020
Q2 		$387K Buy
+6,805
New +$353K 0.03% 113

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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