First Eagle Investment Management’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.1M	Buy	196,033 +33,394	+21%	+$2.92M	0.03%	122
2025 Q4	$14.2M	Buy	162,639 +18,940	+13%	+$1.69M	0.03%	114
2025 Q3	$13.1M	Buy	143,699 +49,684	+53%	+$4.51M	0.02%	124
2025 Q2	$9.31M	Buy	94,015 +17,602	+23%	+$1.7M	0.02%	166
2025 Q1	$7.89M	Buy	76,413 +24,210	+46%	+$2.37M	0.02%	191
2024 Q4	$4.83M	Buy	52,203 +8,474	+19%	+$850K	0.01%	270
2024 Q3	$4.55M	Buy	43,729 +11,425	+35%	+$1.09M	0.01%	266
2024 Q2	$3.11M	Buy	32,304 +12,256	+61%	+$1.18M	0.01%	298
2024 Q1	$1.99M	Buy	20,048 +12,722	+174%	+$1.18M	﹤0.01%	328
2023 Q4	$655K	Buy	7,326 +7,287	+18,685%	+$606K	﹤0.01%	351
2023 Q3	$3.13K	Sell	39 -67	-63%	-$5.73K	﹤0.01%	403
2023 Q2	$9.44K	Hold	106	–	–	﹤0.01%	387
2023 Q1	$8.95K	Hold	106	–	–	﹤0.01%	393
2022 Q4	$8.3K	Buy	+106	New	+$7.83K	﹤0.01%	390
2020 Q4	–	Sell	-102,156	Closed	-$6.38M	–	110
2020 Q3	$6.38M	Buy	+102,156	New	+$6.25M	0.02%	94