Telos Capital Management’s Otis Worldwide OTIS Stock Holding History

Telos Capital 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	–	Sell	-2,932	Closed	-$271K	–	200
2024 Q4	$271K	Sell	2,932 -90	-3%	-$9.03K	0.03%	176
2024 Q3	$314K	Sell	3,022 -174	-5%	-$16.6K	0.03%	172
2024 Q2	$308K	Sell	3,196 -188	-6%	-$18.1K	0.03%	165
2024 Q1	$336K	Sell	3,384 -353	-9%	-$32.6K	0.04%	161
2023 Q4	$334K	Sell	3,737 -831	-18%	-$69.1K	0.04%	164
2023 Q3	$367K	Sell	4,568 -360	-7%	-$30.8K	0.05%	140
2023 Q2	$439K	Sell	4,928 -10,945	-69%	-$922K	0.06%	135
2023 Q1	$1.34M	Sell	15,873 -3,989	-20%	-$330K	0.19%	94
2022 Q4	$1.56M	Sell	19,862 -579	-3%	-$42.7K	0.23%	93
2022 Q3	$1.3M	Sell	20,441 -734	-3%	-$53.7K	0.21%	96
2022 Q2	$1.5M	Sell	21,175 -464	-2%	-$34.2K	0.23%	96
2022 Q1	$1.67M	Sell	21,639 -971	-4%	-$77.6K	0.22%	97
2021 Q4	$1.97M	Sell	22,610 -411	-2%	-$34.4K	0.25%	92
2021 Q3	$1.89M	Sell	23,021 -870	-4%	-$76.5K	0.26%	95
2021 Q2	$1.95M	Sell	23,891 -729	-3%	-$56.1K	0.26%	98
2021 Q1	$1.69M	Sell	24,620 -1,383	-5%	-$90.4K	0.24%	99
2020 Q4	$1.76M	Sell	26,003 -789	-3%	-$51.2K	0.27%	93
2020 Q3	$1.67M	Sell	26,792 -2,261	-8%	-$138K	0.29%	90
2020 Q2	$1.65M	Buy	+29,053	New	+$1.51M	0.32%	87

Other funds holding OTIS

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Telos Capital Management's OTIS Position: Q1 2025 in Review

Telos Capital Management sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 2,932 shares — an estimated $271K sold.

Telos Capital Management first reported a position in OTIS in Q2 2020 and held it in 19 quarters. The position peaked at $1.97M in Q4 2021. 1,247 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

Telos Capital Management reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
Telos Capital Management sold 2,932 Otis Worldwide shares in Q1 2025, an estimated $271K.
Telos Capital Management first reported a position in Otis Worldwide in Q2 2020 and held it in 19 quarters.
Telos Capital Management's Otis Worldwide position peaked at $1.97M in Q4 2021.
1,247 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Telos Capital Management's 13F filing for Q1 2025, filed 30 Apr 2025.