Geode Capital Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06B | Buy |
10,673,127
+129,458
| +1% | +$12.8M | 0.07% | 233 |
|
|
2025
Q1 | $1.09B | Sell |
10,543,669
-583,066
| -5% | -$60.3M | 0.09% | 210 |
|
|
2024
Q4 | $1.03B | Buy |
11,126,735
+95,035
| +0.9% | +$8.81M | 0.08% | 212 |
|
|
2024
Q3 | $1.15B | Buy |
11,031,700
+152,072
| +1% | +$15.8M | 0.09% | 190 |
|
|
2024
Q2 | $1.05B | Buy |
10,879,628
+154,110
| +1% | +$14.8M | 0.09% | 188 |
|
|
2024
Q1 | $1.06B | Buy |
10,725,518
+257,392
| +2% | +$25.5M | 0.1% | 188 |
|
|
2023
Q4 | $936M | Buy |
10,468,126
+102,194
| +1% | +$9.14M | 0.1% | 186 |
|
|
2023
Q3 | $832M | Buy |
10,365,932
+231,874
| +2% | +$18.6M | 0.1% | 188 |
|
|
2023
Q2 | $901M | Buy |
10,134,058
+285,489
| +3% | +$25.4M | 0.11% | 171 |
|
|
2023
Q1 | $831M | Buy |
9,848,569
+22,138
| +0.2% | +$1.87M | 0.11% | 180 |
|
|
2022
Q4 | $769M | Buy |
9,826,431
+100,079
| +1% | +$7.83M | 0.11% | 186 |
|
|
2022
Q3 | $621M | Buy |
9,726,352
+146,700
| +2% | +$9.36M | 0.09% | 210 |
|
|
2022
Q2 | $676M | Buy |
9,579,652
+331,942
| +4% | +$23.4M | 0.1% | 197 |
|
|
2022
Q1 | $710M | Buy |
9,247,710
+474,184
| +5% | +$36.4M | 0.09% | 215 |
|
|
2021
Q4 | $763M | Buy |
8,773,526
+202,089
| +2% | +$17.6M | 0.09% | 199 |
|
|
2021
Q3 | $704M | Buy |
8,571,437
+520,103
| +6% | +$42.7M | 0.09% | 195 |
|
|
2021
Q2 | $657M | Buy |
8,051,334
+495,981
| +7% | +$40.5M | 0.09% | 207 |
|
|
2021
Q1 | $516M | Buy |
7,555,353
+131,032
| +2% | +$8.95M | 0.08% | 247 |
|
|
2020
Q4 | $500M | Buy |
7,424,321
+742,424
| +11% | +$50M | 0.08% | 225 |
|
|
2020
Q3 | $416M | Buy |
6,681,897
+31,539
| +0.5% | +$1.96M | 0.08% | 235 |
|
|
2020
Q2 | $377M | Buy |
+6,650,358
| New | +$377M | 0.08% | 234 |
|