ClearBridge Investments’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128M | Sell |
|
|||||
|
2025
Q1 | $136M | Buy |
|
|||||
|
2024
Q4 | $120M | Sell |
|
|||||
|
2024
Q3 | $138M | Sell |
|
|||||
|
2024
Q2 | $129M | Buy |
|
|||||
|
2024
Q1 | $131M | Sell |
|
|||||
|
2023
Q4 | $122M | Sell |
|
|||||
|
2023
Q3 | $112M | Sell |
|
|||||
|
2023
Q2 | $130M | Sell |
|
|||||
|
2023
Q1 | $127M | Sell |
|
|||||
|
2022
Q4 | $119M | Sell |
|
|||||
|
2022
Q3 | $170M | Buy |
|
|||||
|
2022
Q2 | $180M | Buy |
|
|||||
|
2022
Q1 | $194M | Sell |
|
|||||
|
2021
Q4 | $263M | Sell |
|
|||||
|
2021
Q3 | $285M | Buy |
|
|||||
|
2021
Q2 | $281M | Sell |
|
|||||
|
2021
Q1 | $238M | Sell |
|
|||||
|
2020
Q4 | $240M | Sell |
|
|||||
|
2020
Q3 | $225M | Sell |
|
|||||
|
2020
Q2 | $212M | Buy |
|