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