Fidelity Investments’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 | $274M | Sell |
2,764,935
-836,466
| -23% | -$82.8M | 0.02% | 699 |
|
2025
Q1 | $372M | Sell |
3,601,401
-21,150
| -0.6% | -$2.18M | 0.02% | 568 |
|
2024
Q4 | $335M | Buy |
3,622,551
+86,443
| +2% | +$8.01M | 0.02% | 615 |
|
2024
Q3 | $368M | Buy |
3,536,108
+101,278
| +3% | +$10.5M | 0.02% | 591 |
|
2024
Q2 | $331M | Buy |
3,434,830
+397,958
| +13% | +$38.3M | 0.02% | 602 |
|
2024
Q1 | $301M | Buy |
3,036,872
+162,186
| +6% | +$16.1M | 0.02% | 623 |
|
2023
Q4 | $257M | Sell |
2,874,686
-837,165
| -23% | -$74.9M | 0.02% | 653 |
|
2023
Q3 | $298M | Sell |
3,711,851
-99,609
| -3% | -$8M | 0.03% | 557 |
|
2023
Q2 | $339M | Sell |
3,811,460
-1,709
| -0% | -$152K | 0.03% | 530 |
|
2023
Q1 | $322M | Sell |
3,813,169
-165,018
| -4% | -$13.9M | 0.03% | 542 |
|
2022
Q4 | $312M | Sell |
3,978,187
-194,386
| -5% | -$15.2M | 0.03% | 548 |
|
2022
Q3 | $266M | Sell |
4,172,573
-213,980
| -5% | -$13.7M | 0.03% | 572 |
|
2022
Q2 | $310M | Sell |
4,386,553
-1,646,333
| -27% | -$116M | 0.03% | 538 |
|
2022
Q1 | $464M | Sell |
6,032,886
-9,146,725
| -60% | -$704M | 0.04% | 466 |
|
2021
Q4 | $1.32B | Buy |
15,179,611
+449,187
| +3% | +$39.1M | 0.1% | 183 |
|
2021
Q3 | $1.21B | Buy |
14,730,424
+2,749,257
| +23% | +$226M | 0.1% | 174 |
|
2021
Q2 | $980M | Buy |
11,981,167
+3,640,221
| +44% | +$298M | 0.08% | 235 |
|
2021
Q1 | $571M | Buy |
8,340,946
+876,844
| +12% | +$60M | 0.05% | 383 |
|
2020
Q4 | $504M | Buy |
7,464,102
+1,000,703
| +15% | +$67.6M | 0.04% | 404 |
|
2020
Q3 | $403M | Buy |
6,463,399
+55,885
| +0.9% | +$3.49M | 0.04% | 386 |
|
2020
Q2 | $364M | Buy |
+6,407,514
| New | +$364M | 0.04% | 402 |
|