Jacobs Levy Equity Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140M | Buy |
1,417,671
+85,985
| +6% | +$8.51M | 0.55% | 39 |
|
|
2025
Q1 | $137M | Sell |
1,331,686
-54,208
| -4% | -$5.59M | 0.55% | 39 |
|
|
2024
Q4 | $128M | Sell |
1,385,894
-261,731
| -16% | -$24.2M | 0.45% | 57 |
|
|
2024
Q3 | $171M | Buy |
1,647,625
+178,226
| +12% | +$18.5M | 0.66% | 33 |
|
|
2024
Q2 | $141M | Sell |
1,469,399
-238,895
| -14% | -$23M | 0.58% | 35 |
|
|
2024
Q1 | $170M | Buy |
1,708,294
+104,730
| +7% | +$10.4M | 0.76% | 24 |
|
|
2023
Q4 | $143M | Buy |
1,603,564
+48,264
| +3% | +$4.32M | 0.72% | 26 |
|
|
2023
Q3 | $125M | Buy |
1,555,300
+794,626
| +104% | +$63.8M | 0.74% | 29 |
|
|
2023
Q2 | $67.7M | Buy |
760,674
+538,450
| +242% | +$47.9M | 0.39% | 60 |
|
|
2023
Q1 | $18.8M | Buy |
222,224
+36,043
| +19% | +$3.04M | 0.12% | 200 |
|
|
2022
Q4 | $14.6M | Buy |
186,181
+34,649
| +23% | +$2.71M | 0.1% | 228 |
|
|
2022
Q3 | $9.67M | Sell |
151,532
-58,346
| -28% | -$3.72M | 0.08% | 261 |
|
|
2022
Q2 | $14.8M | Buy |
209,878
+185,636
| +766% | +$13.1M | 0.11% | 213 |
|
|
2022
Q1 | $1.87M | Buy |
24,242
+7,342
| +43% | +$565K | 0.01% | 638 |
|
|
2021
Q4 | $1.47M | Sell |
16,900
-55,119
| -77% | -$4.8M | 0.01% | 675 |
|
|
2021
Q3 | $5.93M | Buy |
72,019
+3,076
| +4% | +$253K | 0.04% | 399 |
|
|
2021
Q2 | $5.64M | Buy |
+68,943
| New | +$5.64M | 0.04% | 407 |
|
|
2021
Q1 | – | Sell |
-277,656
| Closed | -$18.8M | – | 1097 |
|
|
2020
Q4 | $18.8M | Buy |
+277,656
| New | +$18.8M | 0.16% | 152 |
|