Position
Creative Planning in Otis Worldwide Corp
Back to the book · All holders of OTIS
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$1.75M$87.35 → $77.08
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 235K | $20.5M | — | — | — | 0.0% |
| Q1 2026 | 170.5K | $13.1M | $77.08 | −$1.75M | −$5.63M | 0.0% |