CHICAGO TRUST Co NA OTIS — OTIS WORLDWIDE CORP

Ownership history in CHICAGO TRUST Co NA  ·  17 quarters on record

AI Ownership Summary

CHICAGO TRUST Co NA reported OTIS WORLDWIDE CORP (OTIS) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.06% in 2025 Q3. The latest visible filing shows OTIS at 0.03% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OTIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CHICAGO TRUST Co NA'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 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q3

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

Time in book
Holding Window
2023 Q4 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.

OTIS stock page CHICAGO TRUST Co NA fund profile CHICAGO TRUST Co NA full holdings
How CHICAGO TRUST Co NA held OTIS — position size vs. price
% of Fund (quarterly)    OTIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 2,717 -1,738 -39.0% 0.03% $209K 2026-04-24 $77.95
2025 Q3 ADDED — — — 4,455 +1,536 +52.6% 0.06% $407K 2025-10-10 $88.64
2025 Q2 REDUCED — — — 2,919 -29 -1.0% 0.04% $289K 2025-07-14 $98.64
2025 Q1 REDUCED 14.0% -3.6% ✅ 2,948 -480 -14.0% 0.05% $304K 2025-04-14 $96.73
2024 Q4 ADDED — — — 3,428 +750 +28.0% 0.06% $317K 2025-01-13 $89.15
2024 Q3 ADDED — — — 2,678 +475 +21.6% 0.05% $278K 2024-10-10 $100.31
2024 Q2 REDUCED 17.9% +8.4% ❌ 2,203 -480 -17.9% 0.04% $212K 2024-07-11 $96.26
2024 Q1 ADDED — — — 2,683 +25 +0.9% 0.06% $266K 2024-04-12 $92.90
2023 Q4 REDUCED 23.4% +10.6% ❌ 2,658 -814 -23.4% 0.05% $238K 2024-01-16 $83.41
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding OTIS

As of 2026 Q1 — sorted by position size

AdviceOne Advisory Services, LLC 6.54% COERENTE CAPITAL MANAGEMENT 3Y 3.27% Guinness Asset Management LTD 3Y 7Y 3.12% SCHARF INVESTMENTS, LLC 3Y 7Y 2.77% Canoe Financial LP 3Y 2.57% LOUISBOURG INVESTMENTS INC. 0.98% DAVIDSON INVESTMENT ADVISORS 3Y 7Y 0.9% Quintet Private Bank (Europe) S.A. 0.8% LETSON INVESTMENT MANAGEMENT, INC. 0.8% WD RUTHERFORD LLC 3Y 0.75%

FAQ About CHICAGO TRUST Co NA and OTIS

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

How long has CHICAGO TRUST Co NA reported owning OTIS?

CHICAGO TRUST Co NA reported OTIS across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported OTIS position in CHICAGO TRUST Co NA's portfolio?

The largest reported portfolio weight for OTIS was 0.06% in 2025 Q3.

What is the latest reported OTIS position on this page?

The most recent filing on this page is 2026 Q1, when CHICAGO TRUST Co NA reported 2,717 shares, equal to 0.03% of portfolio, with an estimated market value of $209K.

What does the chart on this OTIS ownership page compare?

The chart compares CHICAGO TRUST Co NA'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.

How well did CHICAGO TRUST Co NA time their OTIS position?

Based on 13F filing dates vs. subsequent OTIS price moves, CHICAGO TRUST Co NA correctly timed 5 out of 16 reported position changes (31%). The annualised alpha on OTIS relative to SPY over the holding period was -11.4%.

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