Values First Advisors’s Otis Worldwide OTIS Stock Holding History

Values First Advisors’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	-3,381	Closed	-$313K	–	216
2024 Q4	$313K	Buy	3,381 +1,727	+104%	+$173K	0.17%	137
2024 Q3	$172K	Buy	+1,654	New	+$158K	0.09%	157

Other funds holding OTIS

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Values First Advisors's OTIS Position: Q1 2025 in Review

Values First Advisors sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 3,381 shares — an estimated $313K sold.

Values First Advisors first reported a position in OTIS in Q3 2024 and held it in 2 quarters. The position peaked at $313K in Q4 2024. 1,243 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

Values First Advisors reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
Values First Advisors sold 3,381 Otis Worldwide shares in Q1 2025, an estimated $313K.
Values First Advisors first reported a position in Otis Worldwide in Q3 2024 and held it in 2 quarters.
Values First Advisors's Otis Worldwide position peaked at $313K in Q4 2024.
1,243 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Values First Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.