Trium Capital’s Otis Worldwide OTIS Stock Holding History

Trium Capital’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 Q4	–	Sell	-73,370	Closed	-$7.63M	–	58
2024 Q3	$7.63M	Buy	73,370 +4,913	+7%	+$468K	2.18%	8
2024 Q2	$6.59M	Sell	68,457 -21,951	-24%	-$2.12M	0.83%	11
2024 Q1	$8.97M	Sell	90,408 -4,631	-5%	-$428K	3.36%	8
2023 Q4	$8.5M	Buy	95,039 +2,094	+2%	+$174K	0.69%	8
2023 Q3	$7.46M	Hold	92,945	–	–	0.14%	8
2023 Q2	$8.27M	Buy	92,945 +16,375	+21%	+$1.38M	1.76%	9
2023 Q1	$6.46M	Buy	76,570 +2,209	+3%	+$183K	2.24%	11
2022 Q4	$5.82M	Buy	+74,361	New	+$5.49M	2.14%	13

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

Trium Capital's OTIS Position: Q4 2024 in Review

Trium Capital sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 73,370 shares — an estimated $7.63M sold.

Trium Capital first reported a position in OTIS in Q4 2022 and held it in 8 quarters. The position peaked at $8.97M in Q1 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

Trium Capital reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
Trium Capital sold 73,370 Otis Worldwide shares in Q4 2024, an estimated $7.63M.
Trium Capital first reported a position in Otis Worldwide in Q4 2022 and held it in 8 quarters.
Trium Capital's Otis Worldwide position peaked at $8.97M in Q1 2024.
1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Trium Capital's 13F filing for Q4 2024, filed 15 Jan 2025.