OTIS β€” OTIS WORLDWIDE CORP

Ownership history in BDF-GESTION  Β·  8 quarters on record

AI Ownership Summary

BDF-GESTION reported OTIS WORLDWIDE CORP (OTIS) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.4% in 2024 Q3. The latest visible filing shows OTIS at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OTIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BDF-GESTION's position in OTIS WORLDWIDE CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

OTIS was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.4% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BDF-GESTION held OTIS β€” position size vs. price
% of Fund (quarterly)    OTIS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 18,746 β€” 0% 0.19% $1.4M 2026-04-10 $79.95
2025 Q4 REDUCED 18,746 -1,250 -6.3% 0.20% $1.6M 2026-01-09 $89.86
2025 Q3 REDUCED 19,996 -4,159 -17.2% 0.22% $1.8M 2025-10-09 $88.90
2025 Q2 REDUCED 24,155 -2,633 -9.8% 0.27% $2.4M 2025-07-11 $98.10
2025 Q1 REDUCED 26,788 -3,480 -11.5% 0.30% $2.8M 2025-04-17 $96.73
2024 Q4 UNCHANGED 30,268 β€” 0% 0.40% $3.7M 2025-01-17 $92.68
2024 Q3 UNCHANGED 30,268 β€” 0% 0.40% $3.7M 2024-10-15 $101.77
2024 Q2 INITIATED 30,268 β€” β€” 0.28% $2.9M 2024-07-11 $96.26

FAQ About BDF-GESTION and OTIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has BDF-GESTION reported owning OTIS?

BDF-GESTION reported OTIS across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported OTIS position in BDF-GESTION's portfolio?

The largest reported portfolio weight for OTIS was 0.40% in 2024 Q3.

What is the latest reported OTIS position on this page?

The most recent filing on this page is 2026 Q1, when BDF-GESTION reported 18,746 shares, equal to 0.19% of portfolio, with an estimated market value of $1.4M.

What does the chart on this OTIS ownership page compare?

The chart compares BDF-GESTION's quarterly OTIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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