Grantham, Mayo, Van Otterloo & Co (GMO)’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-8,100
| Closed | -$802K | – | 644 |
|
|
2025
Q2 | $802K | Sell |
8,100
-5,452,736
| -100% | -$526M | ﹤0.01% | 496 |
|
|
2025
Q1 | $564M | Buy |
5,460,836
+301,731
| +6% | +$29.5M | 1.78% | 20 |
|
|
2024
Q4 | $478M | Buy |
5,159,105
+60,564
| +1% | +$6.07M | 1.55% | 24 |
|
|
2024
Q3 | $530M | Buy |
5,098,541
+257,273
| +5% | +$24.5M | 1.66% | 22 |
|
|
2024
Q2 | $466M | Buy |
4,841,268
+204,190
| +4% | +$19.7M | 1.57% | 22 |
|
|
2024
Q1 | $460M | Buy |
4,637,078
+752,034
| +19% | +$69.5M | 1.67% | 24 |
|
|
2023
Q4 | $348M | Buy |
3,885,044
+436,772
| +13% | +$36.3M | 1.53% | 22 |
|
|
2023
Q3 | $277M | Buy |
3,448,272
+59,211
| +2% | +$5.06M | 1.31% | 23 |
|
|
2023
Q2 | $302M | Buy |
3,389,061
+17,255
| +0.5% | +$1.45M | 1.4% | 22 |
|
|
2023
Q1 | $285M | Buy |
3,371,806
+69,225
| +2% | +$5.73M | 1.45% | 17 |
|
|
2022
Q4 | $259M | Buy |
3,302,581
+427,177
| +15% | +$31.5M | 1.38% | 20 |
|
|
2022
Q3 | $183M | Buy |
2,875,404
+249,636
| +10% | +$18.3M | 1.06% | 26 |
|
|
2022
Q2 | $186M | Sell |
2,625,768
-63,524
| -2% | -$4.68M | 1.01% | 26 |
|
|
2022
Q1 | $207M | Buy |
2,689,292
+344,652
| +15% | +$27.5M | 1% | 25 |
|
|
2021
Q4 | $204M | Buy |
2,344,640
+30,591
| +1% | +$2.56M | 0.98% | 25 |
|
|
2021
Q3 | $190M | Sell |
2,314,049
-106,886
| -4% | -$9.4M | 0.95% | 27 |
|
|
2021
Q2 | $198M | Buy |
2,420,935
+453,124
| +23% | +$34.9M | 0.99% | 26 |
|
|
2021
Q1 | $135M | Sell |
1,967,811
-50,487
| -3% | -$3.3M | 0.74% | 35 |
|
|
2020
Q4 | $136M | Sell |
2,018,298
-10,241
| -0.5% | -$664K | 0.84% | 34 |
|
|
2020
Q3 | $127M | Buy |
2,028,539
+398,686
| +24% | +$24.4M | 0.9% | 31 |
|
|
2020
Q2 | $92.7M | Buy |
+1,629,853
| New | +$84.4M | 0.69% | 38 |
|
Other funds holding OTIS
