ST
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Sentinel Trust’s Otis Worldwide OTIS Stock Holding History

Sentinel Trust’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
Q3 		– Sell
-2,752
Closed -$273K – 133
2025
Q2 		$273K Sell
2,752
-2
-0.1% -$193 0.03% 113
2025
Q1 		$284K Buy
2,754
+4
+0.1% +$391 0.03% 114
2024
Q4 		$255K Hold
2,750
– – 0.03% 119
2024
Q3 		$286K Hold
2,750
– – 0.03% 123
2024
Q2 		$265K Hold
2,750
– – 0.03% 126
2024
Q1 		$273K Hold
2,750
– – 0.04% 123
2023
Q4 		$246K Hold
2,750
– – 0.03% 122
2023
Q3 		$221K Buy
2,750
+149
+6% +$12.7K 0.03% 124
2023
Q2 		$232K Buy
2,601
+1
+0% +$84 0.03% 122
2023
Q1 		$219K Buy
+2,600
New +$215K 0.03% 122

Other funds holding OTIS

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BlackRock
BlackRock New York $5.7T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return