Dimensional Fund Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $192M | Sell |
1,935,201
-5,248
| -0.3% | -$520K | 0.04% | 530 |
|
|
2025
Q1 | $200M | Sell |
1,940,449
-155,220
| -7% | -$16M | 0.05% | 472 |
|
|
2024
Q4 | $194M | Sell |
2,095,669
-428,581
| -17% | -$39.7M | 0.05% | 511 |
|
|
2024
Q3 | $262M | Buy |
2,524,250
+1,159
| +0% | +$120K | 0.06% | 347 |
|
|
2024
Q2 | $243M | Buy |
2,523,091
+101,955
| +4% | +$9.81M | 0.06% | 347 |
|
|
2024
Q1 | $240M | Sell |
2,421,136
-7,863
| -0.3% | -$781K | 0.07% | 338 |
|
|
2023
Q4 | $217M | Sell |
2,428,999
-339,694
| -12% | -$30.4M | 0.06% | 354 |
|
|
2023
Q3 | $222M | Buy |
2,768,693
+20,290
| +0.7% | +$1.63M | 0.07% | 281 |
|
|
2023
Q2 | $245M | Buy |
2,748,403
+39,848
| +1% | +$3.55M | 0.08% | 251 |
|
|
2023
Q1 | $229M | Buy |
2,708,555
+11,109
| +0.4% | +$938K | 0.08% | 260 |
|
|
2022
Q4 | $211K | Buy |
2,697,446
+12,773
| +0.5% | +$1K | 0.06% | 297 |
|
|
2022
Q3 | $171M | Buy |
2,684,673
+11,494
| +0.4% | +$733K | 0.07% | 352 |
|
|
2022
Q2 | $189M | Buy |
2,673,179
+3,870
| +0.1% | +$273K | 0.07% | 325 |
|
|
2022
Q1 | $205M | Buy |
2,669,309
+12,978
| +0.5% | +$999K | 0.06% | 350 |
|
|
2021
Q4 | $231M | Sell |
2,656,331
-31,496
| -1% | -$2.74M | 0.07% | 299 |
|
|
2021
Q3 | $221M | Buy |
2,687,827
+7,004
| +0.3% | +$576K | 0.07% | 294 |
|
|
2021
Q2 | $219M | Buy |
2,680,823
+4,188
| +0.2% | +$342K | 0.07% | 305 |
|
|
2021
Q1 | $183M | Sell |
2,676,635
-23,109
| -0.9% | -$1.58M | 0.06% | 380 |
|
|
2020
Q4 | $182M | Sell |
2,699,744
-1,223
| -0% | -$82.6K | 0.07% | 319 |
|
|
2020
Q3 | $169M | Sell |
2,700,967
-45,434
| -2% | -$2.84M | 0.07% | 266 |
|
|
2020
Q2 | $156M | Buy |
+2,746,401
| New | +$156M | 0.07% | 278 |
|