Wellington Management Group’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 | $303M | Sell |
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|
2025
Q1 | $385M | Sell |
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|
2024
Q4 | $348M | Buy |
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|
2024
Q3 | $383M | Buy |
|
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|
2024
Q2 | $317M | Buy |
|
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|
2024
Q1 | $296M | Sell |
|
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|
2023
Q4 | $271M | Sell |
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|
2023
Q3 | $271M | Sell |
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|
2023
Q2 | $330M | Sell |
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|
2023
Q1 | $369M | Sell |
|
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|
2022
Q4 | $409M | Sell |
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|
2022
Q3 | $337M | Buy |
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|
2022
Q2 | $343M | Buy |
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|
2022
Q1 | $325M | Buy |
|
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|
2021
Q4 | $238M | Sell |
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|
2021
Q3 | $230M | Sell |
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|
2021
Q2 | $338M | Buy |
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|
2021
Q1 | $119M | Buy |
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|
2020
Q4 | $87.2M | Sell |
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|
2020
Q3 | $84.4M | Sell |
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|
2020
Q2 | $86.5M | Buy |
|