TS Financial Group (TSFG)’s Otis Worldwide OTIS Stock Holding History

TS Financial Group (TSFG)’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	-163	Closed	-$15K	–	845
2024 Q4	$15K	Hold	163	–	–	﹤0.01%	443
2024 Q3	$17K	Hold	163	–	–	﹤0.01%	425
2024 Q2	$16K	Hold	163	–	–	﹤0.01%	417
2024 Q1	$16K	Hold	163	–	–	﹤0.01%	414
2023 Q4	$15K	Hold	163	–	–	﹤0.01%	453
2023 Q3	$13K	Hold	163	–	–	﹤0.01%	492
2023 Q2	$15K	Buy	+163	New	+$13.7K	0.01%	460
2023 Q1	–	Sell	-9	Closed	-$1K	–	993
2022 Q4	$1K	Hold	9	–	–	﹤0.01%	931
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	908
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	929
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	875
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	842
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	823
2021 Q2	$1K	Sell	9 -75	-89%	-$5.77K	﹤0.01%	831
2021 Q1	$6K	Sell	84 -9	-10%	-$588	﹤0.01%	568
2020 Q4	$6K	Hold	93	–	–	﹤0.01%	581
2020 Q3	$6K	Sell	93 -75	-45%	-$4.59K	﹤0.01%	530
2020 Q2	$10K	Buy	+168	New	+$8.7K	0.01%	437

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 $3.37T AUM 44.26% 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

TS Financial Group (TSFG)'s OTIS Position: Q1 2025 in Review

TS Financial Group (TSFG) sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 163 shares — an estimated $15K sold.

TS Financial Group (TSFG) first reported a position in OTIS in Q2 2020 and held it in 18 quarters. The position peaked at $17K in Q3 2024. 1,245 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

TS Financial Group (TSFG) reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
TS Financial Group (TSFG) sold 163 Otis Worldwide shares in Q1 2025, an estimated $15K.
TS Financial Group (TSFG) first reported a position in Otis Worldwide in Q2 2020 and held it in 18 quarters.
TS Financial Group (TSFG)'s Otis Worldwide position peaked at $17K in Q3 2024.
1,245 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2025, filed 24 Apr 2025.