Fayez Sarofim & Co’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 | $110M | Sell |
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|
2025
Q1 | $115M | Buy |
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|
2024
Q4 | $103M | Buy |
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|
2024
Q3 | $112M | Buy |
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|
2024
Q2 | $97.5M | Buy |
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|
2024
Q1 | $94.8M | Buy |
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|
2023
Q4 | $86M | Sell |
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|
2023
Q3 | $76M | Buy |
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|
2023
Q2 | $75.5M | Buy |
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|
2023
Q1 | $70.9M | Buy |
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|
2022
Q4 | $64.4M | Buy |
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|
2022
Q3 | $52.5M | Buy |
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|
2022
Q2 | $57.2M | Sell |
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|
2022
Q1 | $62.4M | Sell |
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|
2021
Q4 | $71M | Sell |
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|
2021
Q3 | $68.2M | Buy |
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|
2021
Q2 | $67.1M | Buy |
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|
2021
Q1 | $55.8M | Sell |
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|
2020
Q4 | $55.8M | Sell |
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|
2020
Q3 | $51.7M | Sell |
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|
2020
Q2 | $47.2M | Buy |
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