OTIS β€” OTIS WORLDWIDE CORP

Ownership history in CLOVERFIELDS CAPITAL GROUP, LP  Β·  21 quarters on record

This page tracks every 13F SEC filing in which CLOVERFIELDS CAPITAL GROUP, LP reported a position in OTIS WORLDWIDE CORP (OTIS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.23% (2024 Q1)
πŸ“Š Avg. % of fund
1.41%
πŸ“… First filed
2020 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
21

Position Intelligence

CLOVERFIELDS CAPITAL GROUP, LP Γ— OTIS AI Analytics

πŸ“‰ CLOVERFIELDS CAPITAL GROUP, LP underperformed the S&P 500 by –6.0% annually on this OTIS position. Timing score: 65% (11/17 decisions correct). Average cost basis: $84.32. Maximum drawdown during holding period: –25.9%.

πŸ“ˆ Position Alpha vs SPY
-6.0%
annualised excess return

❌ Significantly underperformed the S&P 500 by 6.0% ann.
20 quarters analyzed

⏱️ Timing Score
65%

βœ… Decent timing β€” more right than wrong on entries and exits.
11 of 17 add/trim decisions correct

πŸ’° Entry Quality
$84.32
+3.1% vs current ($86.95)

Best entry: $60.24 (2022 Q3)  Β·  Worst: $97.64 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–25.9%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

12 adds Β· 6 trims. Bought during 4 of 9 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.5% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    OTIS price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 92,529 +9,699 +11.7% 2.50% $8.1M $86.95
2025 Q3 REDUCED 82,830 -2,972 -3.5% 2.37% $7.6M $90.59
2025 Q2 ADDED 85,802 +3,040 +3.7% 2.52% $8.5M $97.64
2025 Q1 REDUCED 82,762 -2,248 -2.6% 2.82% $8.5M $101.32
2024 Q4 ADDED 85,010 +1,448 +1.7% 2.53% $7.9M $90.56
2024 Q3 REDUCED 83,562 -8,986 -9.7% 2.81% $8.7M $101.25
2024 Q2 REDUCED 92,548 -3,985 -4.1% 3.01% $8.9M $93.37
2024 Q1 ADDED 96,533 +4,796 +5.2% 3.23% $9.6M $95.91
2023 Q4 ADDED 91,737 +62,350 +212.2% 3.22% $8.2M $86.12
2023 Q3 UNCHANGED 29,387 β€” 0% 1.06% $2.4M $76.98
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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