Dodge & Cox’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $463K | Sell |
6,010
-10,000
| -62% | -$875K | ﹤0.01% | 206 |
|
|
2025
Q4 | $1.4M | Sell |
16,010
-600
| -4% | -$53.7K | ﹤0.01% | 166 |
|
|
2025
Q3 | $1.52M | Sell |
16,610
-2,710
| -14% | -$246K | ﹤0.01% | 161 |
|
|
2025
Q2 | $1.91M | Sell |
19,320
-2,390
| -11% | -$231K | ﹤0.01% | 158 |
|
|
2025
Q1 | $2.24M | Sell |
21,710
-100
| -0.5% | -$9.77K | ﹤0.01% | 147 |
|
|
2024
Q4 | $2.02M | Hold |
21,810
| – | – | ﹤0.01% | 151 |
|
|
2024
Q3 | $2.27M | Hold |
21,810
| – | – | ﹤0.01% | 146 |
|
|
2024
Q2 | $2.1M | Sell |
21,810
-450
| -2% | -$43.4K | ﹤0.01% | 144 |
|
|
2024
Q1 | $2.21M | Sell |
22,260
-5,004,237
| -100% | -$463M | ﹤0.01% | 142 |
|
|
2023
Q4 | $450M | Sell |
5,026,497
-78,100
| -2% | -$6.49M | 0.29% | 82 |
|
|
2023
Q3 | $410M | Sell |
5,104,597
-68,425
| -1% | -$5.85M | 0.28% | 81 |
|
|
2023
Q2 | $460M | Sell |
5,173,022
-36,650
| -0.7% | -$3.09M | 0.31% | 79 |
|
|
2023
Q1 | $440M | Sell |
5,209,672
-13,550
| -0.3% | -$1.12M | 0.3% | 77 |
|
|
2022
Q4 | $409M | Sell |
5,223,222
-33,400
| -0.6% | -$2.47M | 0.28% | 81 |
|
|
2022
Q3 | $335M | Sell |
5,256,622
-88,900
| -2% | -$6.5M | 0.25% | 84 |
|
|
2022
Q2 | $378M | Sell |
5,345,522
-100
| -0% | -$7.37K | 0.26% | 80 |
|
|
2022
Q1 | $411M | Sell |
5,345,622
-24,275
| -0.5% | -$1.94M | 0.25% | 79 |
|
|
2021
Q4 | $468M | Sell |
5,369,897
-356,151
| -6% | -$29.8M | 0.29% | 70 |
|
|
2021
Q3 | $471M | Sell |
5,726,048
-514,457
| -8% | -$45.2M | 0.31% | 71 |
|
|
2021
Q2 | $510M | Sell |
6,240,505
-216,531
| -3% | -$16.7M | 0.33% | 65 |
|
|
2021
Q1 | $442M | Sell |
6,457,036
-221,217
| -3% | -$14.5M | 0.32% | 68 |
|
|
2020
Q4 | $451M | Sell |
6,678,253
-2,139,931
| -24% | -$139M | 0.36% | 67 |
|
|
2020
Q3 | $550M | Sell |
8,818,184
-709,674
| -7% | -$43.4M | 0.5% | 58 |
|
|
2020
Q2 | $542M | Buy |
+9,527,858
| New | +$494M | 0.5% | 60 |
|
Other funds holding OTIS
VCM
VPM
