Fayez Sarofim & Co’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110M | Sell |
1,112,571
-742
| -0.1% | -$73.5K | 0.26% | 67 |
|
|
2025
Q1 | $115M | Buy |
1,113,313
+5,890
| +0.5% | +$608K | 0.29% | 67 |
|
|
2024
Q4 | $103M | Buy |
1,107,423
+31,843
| +3% | +$2.95M | 0.25% | 66 |
|
|
2024
Q3 | $112M | Buy |
1,075,580
+62,865
| +6% | +$6.53M | 0.28% | 67 |
|
|
2024
Q2 | $97.5M | Buy |
1,012,715
+57,795
| +6% | +$5.56M | 0.26% | 68 |
|
|
2024
Q1 | $94.8M | Buy |
954,920
+10,285
| +1% | +$1.02M | 0.28% | 67 |
|
|
2023
Q4 | $86M | Sell |
944,635
-1,221
| -0.1% | -$111K | 0.26% | 65 |
|
|
2023
Q3 | $76M | Buy |
945,856
+97,352
| +11% | +$7.82M | 0.26% | 63 |
|
|
2023
Q2 | $75.5M | Buy |
848,504
+7,932
| +0.9% | +$706K | 0.26% | 62 |
|
|
2023
Q1 | $70.9M | Buy |
840,572
+17,586
| +2% | +$1.48M | 0.25% | 63 |
|
|
2022
Q4 | $64.4M | Buy |
822,986
+572
| +0.1% | +$44.8K | 0.24% | 61 |
|
|
2022
Q3 | $52.5M | Buy |
822,414
+12,506
| +2% | +$798K | 0.21% | 62 |
|
|
2022
Q2 | $57.2M | Sell |
809,908
-751
| -0.1% | -$53.1K | 0.21% | 63 |
|
|
2022
Q1 | $62.4M | Sell |
810,659
-5,241
| -0.6% | -$403K | 0.2% | 65 |
|
|
2021
Q4 | $71M | Sell |
815,900
-12,485
| -2% | -$1.09M | 0.21% | 68 |
|
|
2021
Q3 | $68.2M | Buy |
828,385
+8,179
| +1% | +$673K | 0.23% | 67 |
|
|
2021
Q2 | $67.1M | Buy |
820,206
+4,957
| +0.6% | +$405K | 0.23% | 66 |
|
|
2021
Q1 | $55.8M | Sell |
815,249
-10,501
| -1% | -$719K | 0.21% | 66 |
|
|
2020
Q4 | $55.8M | Sell |
825,750
-2,101
| -0.3% | -$142K | 0.21% | 63 |
|
|
2020
Q3 | $51.7M | Sell |
827,851
-1,796
| -0.2% | -$112K | 0.22% | 63 |
|
|
2020
Q2 | $47.2M | Buy |
+829,647
| New | +$47.2M | 0.22% | 61 |
|