Dimensional Fund Advisors’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 | $192M | Sell |
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|
2025
Q1 | $200M | Sell |
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|
2024
Q4 | $194M | Sell |
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|
2024
Q3 | $262M | Buy |
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|
2024
Q2 | $243M | Buy |
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|
2024
Q1 | $240M | Sell |
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|
2023
Q4 | $217M | Sell |
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|
2023
Q3 | $222M | Buy |
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|
2023
Q2 | $245M | Buy |
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|
2023
Q1 | $229M | Buy |
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|
2022
Q4 | $211K | Buy |
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|
2022
Q3 | $171M | Buy |
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|
2022
Q2 | $189M | Buy |
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|
2022
Q1 | $205M | Buy |
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|
2021
Q4 | $231M | Sell |
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|
2021
Q3 | $221M | Buy |
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|
2021
Q2 | $219M | Buy |
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|
2021
Q1 | $183M | Sell |
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|
2020
Q4 | $182M | Sell |
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|
2020
Q3 | $169M | Sell |
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|
2020
Q2 | $156M | Buy |
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