OTIS β€” OTIS WORLDWIDE CORP

Ownership history in Summit Financial, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Summit Financial, 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.

% of Fund (quarterly)    OTIS price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 2,269 β€” β€” 0.00% $207K $90.59

🏒 Other funds also holding OTIS

As of 2025 Q4 β€” sorted by position size

FIFTHDELTA Ltd 3Y 13.97% BLS CAPITAL FONDSMAEGLERSELSKAB A/S 3Y 7Y 13.85% AdviceOne Advisory Services, LLC 7.25% GFI Investment Counsel Ltd. 3Y 7Y 5.14% Clean Energy Transition LLP 3Y 4.34% Canoe Financial LP 3.31% J. Stern & Co. LLP 3.29% Guinness Asset Management LTD 3Y 7Y 3.02% COERENTE CAPITAL MANAGEMENT 3Y 2.87% Sone Capital Management, LLC 2.8%
← Back to Summit Financial, LLC Holdings