South Dakota Investment Council’s Otis Worldwide OTIS Stock Holding History

South Dakota Investment Council’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
2026 Q1	$104K	Buy	+1,350	New	+$118K	﹤0.01%	605
2022 Q3	–	Sell	-3,600	Closed	-$254K	–	628
2022 Q2	$254K	Buy	3,600 +3,201	+802%	+$236K	0.01%	574
2022 Q1	$31K	Sell	399 -780	-66%	-$62.3K	﹤0.01%	583
2021 Q4	$103K	Buy	1,179 +390	+49%	+$32.6K	﹤0.01%	577
2021 Q3	$65K	Sell	789 -3,600	-82%	-$317K	﹤0.01%	574
2021 Q2	$359K	Sell	4,389 -2,500	-36%	-$192K	0.01%	549
2021 Q1	$472K	Sell	6,889 -1,250	-15%	-$81.7K	0.01%	551
2020 Q4	$550K	Sell	8,139 -2,300	-22%	-$149K	0.01%	513
2020 Q3	$652K	Sell	10,439 -13,694	-57%	-$838K	0.01%	467
2020 Q2	$1.37M	Buy	+24,133	New	+$1.25M	0.03%	347

Other funds holding OTIS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

South Dakota Investment Council's OTIS Position: Q1 2026 in Review

South Dakota Investment Council opened a new position in Otis Worldwide (OTIS) in Q1 2026: 1,350 shares worth $104K. The stake represents ﹤0.01% of the portfolio and ranks #605 among its holdings. This is a return to the name: South Dakota Investment Council previously reported a position in OTIS as recently as Q2 2022.

South Dakota Investment Council first reported a position in OTIS in Q2 2020 and has held it in 10 quarters since. The position peaked at $1.37M in Q2 2020. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

South Dakota Investment Council held 1,350 shares of Otis Worldwide worth $104K as of Q1 2026.
Otis Worldwide was a new South Dakota Investment Council position in Q1 2026.
Otis Worldwide made up ﹤0.01% of South Dakota Investment Council's portfolio in Q1 2026, its #605 holding.
South Dakota Investment Council first reported a position in Otis Worldwide in Q2 2020 and has held it in 10 quarters since.
South Dakota Investment Council's Otis Worldwide position peaked at $1.37M in Q2 2020.
1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on South Dakota Investment Council's 13F filing for Q1 2026, filed 18 May 2026.