Y-Intercept (HK)
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Y-Intercept (HK)’s Otis Worldwide OTIS Stock Holding History

Y-Intercept (HK)’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
2026
Q3 		– Sell
-66,935
Closed -$4.79M – 1967
2026
Q2 		$4.79M Buy
66,935
+61,775
+1,197% +$4.61M 0.09% 291
2026
Q1 		$398K Sell
5,160
-40,214
-89% -$3.52M 0.01% 1318
2025
Q4 		$3.96M Buy
+45,374
New +$4.06M 0.09% 312
2025
Q3 		– Sell
-70,871
Closed -$7.02M – 1916
2025
Q2 		$7.02M Buy
70,871
+49,468
+231% +$4.78M 0.17% 132
2025
Q1 		$2.21M Buy
+21,403
New +$2.09M 0.15% 167
2024
Q4 		– Sell
-125,333
Closed -$13M – 1529
2024
Q3 		$13M Buy
+125,333
New +$11.9M 0.8% 8
2024
Q2 		– Sell
-52,515
Closed -$5.21M – 1786
2024
Q1 		$5.21M Buy
52,515
+20,597
+65% +$1.9M 0.39% 29
2023
Q4 		$2.86M Buy
+31,918
New +$2.65M 0.27% 70
2023
Q3 		– Sell
-43,179
Closed -$3.84M – 1450
2023
Q2 		$3.84M Buy
43,179
+8,783
+26% +$740K 0.41% 23
2023
Q1 		$2.9M Buy
+34,396
New +$2.85M 0.34% 42
2022
Q4 		– Sell
-8,064
Closed -$514K – 1258
2022
Q3 		$514K Buy
+8,064
New +$590K 0.05% 528
2022
Q1 		– Sell
-10,886
Closed -$948K – 887
2021
Q4 		$948K Buy
+10,886
New +$911K 0.22% 128
2021
Q2 		– Sell
-22,023
Closed -$1.54M – 817
2021
Q1 		$1.54M Buy
22,023
+7,988
+57% +$522K 0.41% 42
2020
Q4 		$936K Buy
+14,035
New +$910K 0.39% 44

Other funds holding OTIS

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Y-Intercept (HK)'s OTIS Position: Q3 2026 in Review

Y-Intercept (HK) sold out of Otis Worldwide (OTIS) in Q3 2026, closing a stake of 66,935 shares — an estimated $4.79M sold.

Y-Intercept (HK) first reported a position in OTIS in Q4 2020 and held it in 14 quarters. The position peaked at $13M in Q3 2024. 342 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Y-Intercept (HK) reported no remaining Otis Worldwide position as of Q3 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 66,935 Otis Worldwide shares in Q3 2026, an estimated $4.79M.
  • Y-Intercept (HK) first reported a position in Otis Worldwide in Q4 2020 and held it in 14 quarters.
  • Y-Intercept (HK)'s Otis Worldwide position peaked at $13M in Q3 2024.
  • 342 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.