Twin Tree Management
OTIS icon

Twin Tree Management’s Otis Worldwide OTIS Stock Holding History

Twin Tree 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
-4,593
Closed -$425K – 1828
2024
Q4 		$425K Buy
+4,593
New +$461K ﹤0.01% 1355
2022
Q3 		– Sell
-27,164
Closed -$1.92M – 1597
2022
Q2 		$1.92M Buy
27,164
+23,029
+557% +$1.7M ﹤0.01% 1086
2022
Q1 		$318K Sell
4,135
-24,624
-86% -$1.97M ﹤0.01% 1426
2021
Q4 		$2.5M Sell
28,759
-12,773
-31% -$1.07M 0.01% 1046
2021
Q3 		$3.42M Buy
+41,532
New +$3.65M 0.01% 900

Other funds holding OTIS

BlackRock
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Twin Tree Management's OTIS Position: Q1 2025 in Review

Twin Tree Management sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 4,593 shares — an estimated $425K sold.

Twin Tree Management first reported a position in OTIS in Q3 2021 and held it in 5 quarters. The position peaked at $3.42M in Q3 2021. 1,243 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

  • Twin Tree Management reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
  • Twin Tree Management sold 4,593 Otis Worldwide shares in Q1 2025, an estimated $425K.
  • Twin Tree Management first reported a position in Otis Worldwide in Q3 2021 and held it in 5 quarters.
  • Twin Tree Management's Otis Worldwide position peaked at $3.42M in Q3 2021.
  • 1,243 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Twin Tree Management's 13F filing for Q1 2025, filed 15 May 2025.