ClearBridge Investments’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128M | Sell |
1,288,864
-33,049
| -3% | -$3.27M | 0.1% | 191 |
|
|
2025
Q1 | $136M | Buy |
1,321,913
+23,399
| +2% | +$2.41M | 0.12% | 178 |
|
|
2024
Q4 | $120M | Sell |
1,298,514
-28,405
| -2% | -$2.63M | 0.1% | 203 |
|
|
2024
Q3 | $138M | Sell |
1,326,919
-8,243
| -0.6% | -$857K | 0.11% | 181 |
|
|
2024
Q2 | $129M | Buy |
1,335,162
+13,092
| +1% | +$1.26M | 0.1% | 190 |
|
|
2024
Q1 | $131M | Sell |
1,322,070
-37,613
| -3% | -$3.73M | 0.1% | 214 |
|
|
2023
Q4 | $122M | Sell |
1,359,683
-29,100
| -2% | -$2.6M | 0.1% | 204 |
|
|
2023
Q3 | $112M | Sell |
1,388,783
-74,984
| -5% | -$6.02M | 0.11% | 198 |
|
|
2023
Q2 | $130M | Sell |
1,463,767
-39,931
| -3% | -$3.55M | 0.12% | 178 |
|
|
2023
Q1 | $127M | Sell |
1,503,698
-10,936
| -0.7% | -$923K | 0.12% | 172 |
|
|
2022
Q4 | $119M | Sell |
1,514,634
-1,154,065
| -43% | -$90.4M | 0.12% | 177 |
|
|
2022
Q3 | $170M | Buy |
2,668,699
+117,492
| +5% | +$7.5M | 0.17% | 135 |
|
|
2022
Q2 | $180M | Buy |
2,551,207
+31,938
| +1% | +$2.26M | 0.17% | 130 |
|
|
2022
Q1 | $194M | Sell |
2,519,269
-503,882
| -17% | -$38.8M | 0.15% | 148 |
|
|
2021
Q4 | $263M | Sell |
3,023,151
-436,305
| -13% | -$38M | 0.18% | 125 |
|
|
2021
Q3 | $285M | Buy |
3,459,456
+22,515
| +0.7% | +$1.85M | 0.2% | 110 |
|
|
2021
Q2 | $281M | Sell |
3,436,941
-43,241
| -1% | -$3.54M | 0.2% | 115 |
|
|
2021
Q1 | $238M | Sell |
3,480,182
-75,505
| -2% | -$5.17M | 0.18% | 124 |
|
|
2020
Q4 | $240M | Sell |
3,555,687
-44,988
| -1% | -$3.04M | 0.19% | 120 |
|
|
2020
Q3 | $225M | Sell |
3,600,675
-132,217
| -4% | -$8.25M | 0.19% | 113 |
|
|
2020
Q2 | $212M | Buy |
+3,732,892
| New | +$212M | 0.19% | 110 |
|