Comgest Global Investors’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 Q3	–	Sell	-166,709	Closed	-$16.5M	–	65
2025 Q2	$16.5M	Sell	166,709 -10,764	-6%	-$1.04M	0.28%	32
2025 Q1	$18.3M	Sell	177,473 -160,614	-48%	-$15.7M	0.33%	33
2024 Q4	$31.3M	Sell	338,087 -60,065	-15%	-$6.02M	0.51%	29
2024 Q3	$41.4M	Sell	398,152 -24,904	-6%	-$2.37M	0.59%	27
2024 Q2	$40.7M	Sell	423,056 -67,195	-14%	-$6.48M	0.56%	27
2024 Q1	$48.7M	Buy	490,251 +21,434	+5%	+$1.98M	0.68%	25
2023 Q4	$41.9M	Buy	468,817 +56,876	+14%	+$4.73M	0.63%	24
2023 Q3	$33.1M	Buy	411,941 +105,385	+34%	+$9.01M	0.57%	25
2023 Q2	$27.3M	Buy	306,556 +70,700	+30%	+$5.96M	0.46%	29
2023 Q1	$19.9M	Sell	235,856 -6,153	-3%	-$509K	0.37%	29
2022 Q4	$19M	Buy	242,009 +26,683	+12%	+$1.97M	0.42%	32
2022 Q3	$13.7M	Buy	215,326 +12,606	+6%	+$922K	0.3%	36
2022 Q2	$14.3M	Buy	202,720 +14,210	+8%	+$1.05M	0.28%	35
2022 Q1	$14.5M	Buy	188,510 +7,695	+4%	+$615K	0.23%	35
2021 Q4	$15.7M	Buy	180,815 +15,164	+9%	+$1.27M	0.21%	37
2021 Q3	$13.6M	Buy	165,651 +40,051	+32%	+$3.52M	0.18%	36
2021 Q2	$10.3M	Buy	125,600 +2,400	+2%	+$185K	0.14%	36
2021 Q1	$8.43M	Buy	123,200 +20,000	+19%	+$1.31M	0.13%	37
2020 Q4	$6.97M	Sell	103,200 -1,300	-1%	-$84.3K	0.12%	40
2020 Q3	$6.52M	Buy	104,500 +59,500	+132%	+$3.64M	0.1%	39
2020 Q2	$2.56M	Buy	+45,000	New	+$2.33M	0.04%	47