Jacobs Levy Equity Management’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
Q2 | $140M | Buy |
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|
2025
Q1 | $137M | Sell |
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|
2024
Q4 | $128M | Sell |
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|
2024
Q3 | $171M | Buy |
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|
2024
Q2 | $141M | Sell |
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|
2024
Q1 | $170M | Buy |
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|
2023
Q4 | $143M | Buy |
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|
2023
Q3 | $125M | Buy |
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|
2023
Q2 | $67.7M | Buy |
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|
2023
Q1 | $18.8M | Buy |
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|
2022
Q4 | $14.6M | Buy |
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|
2022
Q3 | $9.67M | Sell |
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|
2022
Q2 | $14.8M | Buy |
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|
2022
Q1 | $1.86M | Buy |
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|
2021
Q4 | $1.47M | Sell |
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|
2021
Q3 | $5.93M | Buy |
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|
2021
Q2 | $5.64M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $18.8M | Buy |
|