SPA
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Sherbrooke Park Advisers’s Otis Worldwide OTIS Stock Holding History

Sherbrooke Park Advisers’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
2024
Q2 		– Sell
-19,082
Closed -$1.89M – 1130
2024
Q1 		$1.89M Buy
19,082
+13,636
+250% +$1.26M 0.37% 25
2023
Q4 		$487K Sell
5,446
-21,812
-80% -$1.81M 0.23% 167
2023
Q3 		$2.19M Buy
+27,258
New +$2.33M 0.69% 10
2023
Q2 		– Sell
-4,500
Closed -$380K – 375
2023
Q1 		$380K Buy
+4,500
New +$372K 0.57% 58

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return