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Selway Asset Management’s Otis Worldwide OTIS Stock Holding History

Selway 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
Q1 		$2.09M Buy
20,221
+200
+1% +$19.5K 0.86% 36
2024
Q4 		$1.85M Hold
20,021
– – 0.73% 39
2024
Q3 		$2.08M Buy
20,021
+150
+0.8% +$14.3K 0.81% 37
2024
Q2 		$1.91M Buy
19,871
+600
+3% +$57.8K 0.78% 40
2024
Q1 		$1.91M Buy
19,271
+1,475
+8% +$136K 0.76% 41
2023
Q4 		$1.59M Buy
17,796
+541
+3% +$45K 0.67% 43
2023
Q3 		$1.39M Buy
17,255
+50
+0.3% +$4.28K 0.64% 43
2023
Q2 		$1.53M Buy
17,205
+260
+2% +$21.9K 0.67% 44
2023
Q1 		$1.43M Hold
16,945
– – 0.69% 42
2022
Q4 		$1.33M Buy
16,945
+1,000
+6% +$73.8K 0.7% 40
2022
Q3 		$1.02M Buy
15,945
+2,528
+19% +$185K 0.59% 42
2022
Q2 		$948K Buy
+13,417
New +$988K 0.53% 44

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

Selway Asset Management's OTIS Position: Q1 2025 in Review

Selway Asset Management increased its Otis Worldwide (OTIS) stake by 1% in Q1 2025, buying an estimated $19.5K and bringing the position to 20,221 shares worth $2.09M. The position accounts for 0.86% of the portfolio, ranked #36.

Selway Asset Management first reported a position in OTIS in Q2 2022 and has held it in 12 quarters since. 1,243 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

  • Selway Asset Management held 20,221 shares of Otis Worldwide worth $2.09M as of Q1 2025.
  • Selway Asset Management bought 200 Otis Worldwide shares in Q1 2025, an estimated $19.5K.
  • Otis Worldwide made up 0.86% of Selway Asset Management's portfolio in Q1 2025, its #36 holding.
  • Selway Asset Management first reported a position in Otis Worldwide in Q2 2022 and has held it in 12 quarters since.
  • 1,243 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Selway Asset Management's 13F filing for Q1 2025, filed 9 Apr 2025.