Massachusetts Financial Services
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Massachusetts Financial Services’s Otis Worldwide OTIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$684M Sell
6,910,275
-258,058
-4% -$25.6M 0.22% 119
2025
Q1
$740M Sell
7,168,333
-437,229
-6% -$45.1M 0.25% 111
2024
Q4
$704M Sell
7,605,562
-438,127
-5% -$40.6M 0.22% 120
2024
Q3
$836M Sell
8,043,689
-204,229
-2% -$21.2M 0.25% 115
2024
Q2
$794M Buy
8,247,918
+907,972
+12% +$87.4M 0.24% 108
2024
Q1
$729M Sell
7,339,946
-146,385
-2% -$14.5M 0.22% 122
2023
Q4
$670M Sell
7,486,331
-230,311
-3% -$20.6M 0.22% 118
2023
Q3
$620M Sell
7,716,642
-256,471
-3% -$20.6M 0.22% 118
2023
Q2
$710M Sell
7,973,113
-177,617
-2% -$15.8M 0.23% 116
2023
Q1
$688M Sell
8,150,730
-165,676
-2% -$14M 0.24% 117
2022
Q4
$651M Sell
8,316,406
-416,268
-5% -$32.6M 0.23% 122
2022
Q3
$557M Sell
8,732,674
-1,393,001
-14% -$88.9M 0.21% 131
2022
Q2
$716M Sell
10,125,675
-336,844
-3% -$23.8M 0.25% 110
2022
Q1
$805M Sell
10,462,519
-485,079
-4% -$37.3M 0.24% 103
2021
Q4
$953M Buy
10,947,598
+51,646
+0.5% +$4.5M 0.26% 104
2021
Q3
$897M Sell
10,895,952
-160,150
-1% -$13.2M 0.26% 106
2021
Q2
$904M Sell
11,056,102
-405,995
-4% -$33.2M 0.26% 107
2021
Q1
$785M Sell
11,462,097
-161,157
-1% -$11M 0.24% 114
2020
Q4
$785M Sell
11,623,254
-106,070
-0.9% -$7.17M 0.25% 110
2020
Q3
$732M Sell
11,729,324
-501,959
-4% -$31.3M 0.27% 103
2020
Q2
$695M Buy
12,231,283
+10,092,162
+472% +$574M 0.27% 98
2020
Q1
$107M Buy
+2,139,121
New +$107M 0.05% 252