Ownership history in Nebula Research & Development LLC Β· 6 quarters on record
This page tracks every 13F SEC filing in which Nebula Research & Development LLC 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.
π Nebula Research & Development LLC underperformed the S&P 500 by β39.1% annually on this OTIS position. Timing score: 0% (0/3 decisions correct). Average cost basis: $98.58. Maximum drawdown during holding period: β14.2%.
β Significantly underperformed the S&P 500 by 39.1% ann.
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
0 of 3 add/trim decisions correct
Best entry: $97.64 (2025 Q2) Β· Worst: $101.32 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 1 trim. Bought during 1 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Nebula Research & Development LLC has been actively increasing its OTIS allocation β a bullish signal from insiders.
Currently 0.44% of portfolio
β 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.
As of 2025 Q4 β sorted by position size