Foyston, Gordon, & Payne’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	$10.4M	Buy	135,320 +14,331	+12%	+$1.25M	2.41%	14
2025 Q4	$10.6M	Buy	120,989 +13,946	+13%	+$1.25M	2.3%	18
2025 Q3	$9.79M	Buy	107,043 +50,217	+88%	+$4.56M	2.14%	17
2025 Q2	$5.63M	Buy	56,826 +472	+0.8%	+$45.6K	1.28%	27
2025 Q1	$5.82M	Buy	56,354 +260	+0.5%	+$25.4K	1.44%	25
2024 Q4	$5.19M	Buy	56,094 +156	+0.3%	+$15.6K	1.38%	27
2024 Q3	$5.81M	Buy	55,938 +744	+1%	+$70.9K	1.45%	26
2024 Q2	$5.31M	Sell	55,194 -623	-1%	-$60K	1.31%	31
2024 Q1	$5.54M	Sell	55,817 -945	-2%	-$87.3K	1.33%	31
2023 Q4	$5.08M	Buy	56,762 +939	+2%	+$78.1K	1.28%	33
2023 Q3	$4.48M	Buy	55,823 +14	+0%	+$1.2K	1.22%	32
2023 Q2	$4.97M	Sell	55,809 -758	-1%	-$63.9K	1.3%	31
2023 Q1	$4.77M	Sell	56,567 -1,059	-2%	-$87.6K	1.28%	34
2022 Q4	$4.51M	Buy	57,626 +338	+0.6%	+$25K	1.25%	38
2022 Q3	$3.65M	Sell	57,288 -643	-1%	-$47K	1%	37
2022 Q2	$4.09M	Sell	57,931 -1,540	-3%	-$113K	1.18%	32
2022 Q1	$4.58M	Sell	59,471 -7,789	-12%	-$623K	1.12%	34
2021 Q4	$5.86M	Sell	67,260 -19,731	-23%	-$1.65M	1.37%	27
2021 Q3	$7.16M	Sell	86,991 -4,586	-5%	-$403K	1.79%	21
2021 Q2	$7.49M	Sell	91,577 -33,455	-27%	-$2.57M	1.78%	20
2021 Q1	$8.56M	Sell	125,032 -23,982	-16%	-$1.57M	2.02%	16
2020 Q4	$10.1M	Sell	149,014 -11,570	-7%	-$751K	2.43%	12
2020 Q3	$10M	Sell	160,584 -42,205	-21%	-$2.58M	2.59%	11
2020 Q2	$11.5M	Buy	+202,789	New	+$10.5M	2.83%	10