First Eagle Investment Management’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 | $9.31M | Buy |
94,015
+17,602
| +23% | +$1.74M | 0.02% | 165 |
|
2025
Q1 | $7.89M | Buy |
76,413
+24,210
| +46% | +$2.5M | 0.02% | 190 |
|
2024
Q4 | $4.83M | Buy |
52,203
+8,474
| +19% | +$785K | 0.01% | 269 |
|
2024
Q3 | $4.55M | Buy |
43,729
+11,425
| +35% | +$1.19M | 0.01% | 266 |
|
2024
Q2 | $3.11M | Buy |
32,304
+12,256
| +61% | +$1.18M | 0.01% | 297 |
|
2024
Q1 | $1.99M | Buy |
20,048
+12,722
| +174% | +$1.26M | ﹤0.01% | 328 |
|
2023
Q4 | $655K | Buy |
7,326
+7,287
| +18,685% | +$652K | ﹤0.01% | 350 |
|
2023
Q3 | $3.13K | Sell |
39
-67
| -63% | -$5.38K | ﹤0.01% | 401 |
|
2023
Q2 | $9.44K | Hold |
106
| – | – | ﹤0.01% | 387 |
|
2023
Q1 | $8.95K | Hold |
106
| – | – | ﹤0.01% | 391 |
|
2022
Q4 | $8.3K | Buy |
+106
| New | +$8.3K | ﹤0.01% | 389 |
|
2020
Q4 | – | Sell |
-102,156
| Closed | -$6.38M | – | 105 |
|
2020
Q3 | $6.38M | Buy |
+102,156
| New | +$6.38M | 0.02% | 94 |
|