Capital Research Global Investors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278M | Buy |
2,810,148
+16,917
| +0.6% | +$1.68M | 0.06% | 190 |
|
|
2025
Q1 | $288M | Buy |
2,793,231
+8,860
| +0.3% | +$914K | 0.06% | 177 |
|
|
2024
Q4 | $258M | Buy |
2,784,371
+3,803
| +0.1% | +$352K | 0.05% | 196 |
|
|
2024
Q3 | $289M | Buy |
2,780,568
+2,253
| +0.1% | +$234K | 0.06% | 178 |
|
|
2024
Q2 | $267M | Sell |
2,778,315
-743,266
| -21% | -$71.5M | 0.06% | 191 |
|
|
2024
Q1 | $350M | Sell |
3,521,581
-5,289,726
| -60% | -$525M | 0.08% | 175 |
|
|
2023
Q4 | $788M | Sell |
8,811,307
-589,688
| -6% | -$52.8M | 0.19% | 115 |
|
|
2023
Q3 | $755M | Buy |
9,400,995
+419,050
| +5% | +$33.7M | 0.21% | 108 |
|
|
2023
Q2 | $799M | Buy |
8,981,945
+502,437
| +6% | +$44.7M | 0.21% | 105 |
|
|
2023
Q1 | $716M | Buy |
8,479,508
+975,594
| +13% | +$82.3M | 0.2% | 106 |
|
|
2022
Q4 | $588M | Buy |
7,503,914
+1,351,035
| +22% | +$106M | 0.18% | 121 |
|
|
2022
Q3 | $393M | Sell |
6,152,879
-233,637
| -4% | -$14.9M | 0.13% | 150 |
|
|
2022
Q2 | $451M | Sell |
6,386,516
-758,933
| -11% | -$53.6M | 0.14% | 134 |
|
|
2022
Q1 | $550M | Sell |
7,145,449
-215,598
| -3% | -$16.6M | 0.14% | 140 |
|
|
2021
Q4 | $641M | Buy |
7,361,047
+2,611
| +0% | +$227K | 0.14% | 141 |
|
|
2021
Q3 | $605M | Buy |
7,358,436
+853
| +0% | +$70.2K | 0.14% | 145 |
|
|
2021
Q2 | $602M | Sell |
7,357,583
-795,551
| -10% | -$65.1M | 0.14% | 147 |
|
|
2021
Q1 | $558M | Sell |
8,153,134
-763,189
| -9% | -$52.2M | 0.14% | 147 |
|
|
2020
Q4 | $602M | Buy |
8,916,323
+1,297,862
| +17% | +$87.7M | 0.16% | 138 |
|
|
2020
Q3 | $476M | Sell |
7,618,461
-82,041
| -1% | -$5.12M | 0.14% | 142 |
|
|
2020
Q2 | $438M | Buy |
+7,700,502
| New | +$438M | 0.14% | 143 |
|