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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sawgrass Asset Management's OTIS Position: Q2 2025 in Review

Sawgrass Asset Management sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 52,502 shares — an estimated $5.42M sold.

Sawgrass Asset Management first reported a position in OTIS in Q2 2020 and held it in 8 quarters. The position peaked at $8.99M in Q3 2024. 1,270 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

Sawgrass Asset Management reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
Sawgrass Asset Management sold 52,502 Otis Worldwide shares in Q2 2025, an estimated $5.42M.
Sawgrass Asset Management first reported a position in Otis Worldwide in Q2 2020 and held it in 8 quarters.
Sawgrass Asset Management's Otis Worldwide position peaked at $8.99M in Q3 2024.
1,270 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Sawgrass Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.