Schechter Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Schechter Investment Advisors’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	$264K	Buy	+2,560	New	+$250K	0.02%	497
2024 Q1	–	Sell	-3,607	Closed	-$323K	–	688
2023 Q4	$323K	Sell	3,607 -992	-22%	-$82.5K	0.03%	450
2023 Q3	$369K	Sell	4,599 -79	-2%	-$6.76K	0.04%	402
2023 Q2	$416K	Sell	4,678 -740	-14%	-$62.3K	0.04%	418
2023 Q1	$457K	Sell	5,418 -438	-7%	-$36.2K	0.04%	430
2022 Q4	$459K	Sell	5,856 -1,144	-16%	-$84.5K	0.04%	525
2022 Q3	$447K	Buy	7,000 +385	+6%	+$28.2K	0.04%	547
2022 Q2	$467K	Buy	6,615 +149	+2%	+$11K	0.05%	554
2022 Q1	$497K	Buy	6,466 +492	+8%	+$39.3K	0.05%	528
2021 Q4	$520K	Buy	+5,974	New	+$500K	0.05%	491

Other funds holding OTIS

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Schechter Investment Advisors's OTIS Position: Q1 2025 in Review

Schechter Investment Advisors opened a new position in Otis Worldwide (OTIS) in Q1 2025: 2,560 shares worth $264K. The stake represents 0.02% of the portfolio and ranks #497 among its holdings. This is a return to the name: Schechter Investment Advisors previously reported a position in OTIS as recently as Q4 2023.

Schechter Investment Advisors first reported a position in OTIS in Q4 2021 and has held it in 10 quarters since. The position peaked at $520K in Q4 2021. 1,243 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

Schechter Investment Advisors held 2,560 shares of Otis Worldwide worth $264K as of Q1 2025.
Otis Worldwide was a new Schechter Investment Advisors position in Q1 2025.
Otis Worldwide made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #497 holding.
Schechter Investment Advisors first reported a position in Otis Worldwide in Q4 2021 and has held it in 10 quarters since.
Schechter Investment Advisors's Otis Worldwide position peaked at $520K in Q4 2021.
1,243 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.