Factory Mutual Insurance’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Hold |
130,800
| – | – | 0.14% | 138 |
|
|
2025
Q1 | $13.5M | Hold |
130,800
| – | – | 0.16% | 132 |
|
|
2024
Q4 | $12.1M | Sell |
130,800
-113,200
| -46% | -$10.5M | 0.13% | 146 |
|
|
2024
Q3 | $25.4M | Hold |
244,000
| – | – | 0.26% | 102 |
|
|
2024
Q2 | $23.5M | Buy |
244,000
+26,700
| +12% | +$2.57M | 0.27% | 97 |
|
|
2024
Q1 | $21.6M | Hold |
217,300
| – | – | 0.25% | 107 |
|
|
2023
Q4 | $19.4M | Hold |
217,300
| – | – | 0.24% | 116 |
|
|
2023
Q3 | $17.5M | Hold |
217,300
| – | – | 0.24% | 108 |
|
|
2023
Q2 | $19.3M | Sell |
217,300
-56,500
| -21% | -$5.03M | 0.29% | 102 |
|
|
2023
Q1 | $23.1M | Sell |
273,800
-39,000
| -12% | -$3.29M | 0.36% | 89 |
|
|
2022
Q4 | $24.5M | Hold |
312,800
| – | – | 0.37% | 87 |
|
|
2022
Q3 | $20M | Sell |
312,800
-4,400
| -1% | -$281K | 0.33% | 95 |
|
|
2022
Q2 | $22.4M | Sell |
317,200
-81,400
| -20% | -$5.75M | 0.37% | 88 |
|
|
2022
Q1 | $30.7M | Sell |
398,600
-13,900
| -3% | -$1.07M | 0.41% | 82 |
|
|
2021
Q4 | $33.4M | Sell |
412,500
-93,100
| -18% | -$7.54M | 0.48% | 76 |
|
|
2021
Q3 | $41.6M | Sell |
505,600
-7,700
| -2% | -$634K | 0.52% | 71 |
|
|
2021
Q2 | $42M | Sell |
513,300
-15,319
| -3% | -$1.25M | 0.51% | 71 |
|
|
2021
Q1 | $36.2M | Sell |
528,619
-9,007
| -2% | -$617K | 0.46% | 74 |
|
|
2020
Q4 | $36.3M | Buy |
537,626
+260,500
| +94% | +$17.6M | 0.49% | 71 |
|
|
2020
Q3 | $17.3M | Hold |
277,126
| – | – | 0.28% | 87 |
|
|
2020
Q2 | $15.8M | Buy |
+277,126
| New | +$15.8M | 0.27% | 92 |
|