Franklin Resources’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $703M | Sell |
7,097,379
-698,420
| -9% | -$69.2M | 0.19% | 122 |
|
|
2025
Q1 | $805M | Buy |
7,795,799
+10,683
| +0.1% | +$1.1M | 0.23% | 99 |
|
|
2024
Q4 | $721M | Buy |
7,785,116
+435,372
| +6% | +$40.3M | 0.2% | 116 |
|
|
2024
Q3 | $775M | Buy |
7,349,744
+2,706,871
| +58% | +$285M | 0.22% | 115 |
|
|
2024
Q2 | $447M | Buy |
4,642,873
+1,981,374
| +74% | +$191M | 0.14% | 167 |
|
|
2024
Q1 | $264M | Buy |
2,661,499
+2,496,860
| +1,517% | +$248M | 0.08% | 241 |
|
|
2023
Q4 | $14.7M | Sell |
164,639
-17,220
| -9% | -$1.54M | 0.01% | 837 |
|
|
2023
Q3 | $14.6M | Buy |
181,859
+935
| +0.5% | +$75.1K | 0.01% | 825 |
|
|
2023
Q2 | $16.1M | Buy |
180,924
+29,776
| +20% | +$2.65M | 0.01% | 821 |
|
|
2023
Q1 | $12.8M | Buy |
151,148
+4,896
| +3% | +$413K | 0.01% | 876 |
|
|
2022
Q4 | $11.5M | Buy |
146,252
+7,448
| +5% | +$583K | 0.01% | 908 |
|
|
2022
Q3 | $8.86M | Sell |
138,804
-3,433
| -2% | -$219K | ﹤0.01% | 957 |
|
|
2022
Q2 | $10.1M | Sell |
142,237
-603,922
| -81% | -$42.7M | 0.01% | 951 |
|
|
2022
Q1 | $57.4M | Sell |
746,159
-14,489
| -2% | -$1.11M | 0.02% | 563 |
|
|
2021
Q4 | $66.2M | Sell |
760,648
-22,395
| -3% | -$1.95M | 0.02% | 564 |
|
|
2021
Q3 | $64.4M | Buy |
783,043
+119,501
| +18% | +$9.83M | 0.02% | 575 |
|
|
2021
Q2 | $54.3M | Sell |
663,542
-39,731
| -6% | -$3.25M | 0.02% | 617 |
|
|
2021
Q1 | $48.1M | Sell |
703,273
-61,406
| -8% | -$4.2M | 0.02% | 633 |
|
|
2020
Q4 | $51.7M | Buy |
764,679
+22,873
| +3% | +$1.55M | 0.02% | 577 |
|
|
2020
Q3 | $46.3M | Sell |
741,806
-1,870,947
| -72% | -$117M | 0.02% | 568 |
|
|
2020
Q2 | $153M | Buy |
+2,612,753
| New | +$153M | 0.08% | 272 |
|