Wolff Wiese Magana’s Otis Worldwide OTIS Stock Holding History

Wolff Wiese Magana’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	-5	Closed	-$464	–	1022
2024 Q4	$464	Hold	5	–	–	﹤0.01%	886
2024 Q3	$520	Hold	5	–	–	﹤0.01%	916
2024 Q2	$482	Buy	+5	New	+$482	﹤0.01%	708
2024 Q1	–	Sell	-8	Closed	-$716	–	740
2023 Q4	$716	Hold	8	–	–	﹤0.01%	590
2023 Q3	$643	Hold	8	–	–	﹤0.01%	666
2023 Q2	$713	Hold	8	–	–	﹤0.01%	644
2023 Q1	$676	Hold	8	–	–	﹤0.01%	612
2022 Q4	$626	Sell	8 -41	-84%	-$3.03K	﹤0.01%	617
2022 Q3	$3K	Buy	49 +5	+11%	+$366	﹤0.01%	680
2022 Q2	$4K	Hold	44	–	–	﹤0.01%	667
2022 Q1	$4K	Hold	44	–	–	﹤0.01%	663
2021 Q4	$4K	Sell	44 -12	-21%	-$1K	﹤0.01%	667
2021 Q3	$5K	Hold	56	–	–	﹤0.01%	624
2021 Q2	$5K	Hold	56	–	–	﹤0.01%	626
2021 Q1	$4K	Hold	56	–	–	﹤0.01%	624
2020 Q4	$4K	Buy	+56	New	+$3.63K	﹤0.01%	569

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

Wolff Wiese Magana's OTIS Position: Q1 2025 in Review

Wolff Wiese Magana sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 5 shares — an estimated $464 sold.

Wolff Wiese Magana first reported a position in OTIS in Q4 2020 and held it in 16 quarters. The position peaked at $5K in Q3 2021. 1,247 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

Wolff Wiese Magana reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
Wolff Wiese Magana sold 5 Otis Worldwide shares in Q1 2025, an estimated $464.
Wolff Wiese Magana first reported a position in Otis Worldwide in Q4 2020 and held it in 16 quarters.
Wolff Wiese Magana's Otis Worldwide position peaked at $5K in Q3 2021.
1,247 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Wolff Wiese Magana's 13F filing for Q1 2025, filed 22 Apr 2025.