Wellington Management Group’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303M | Sell |
3,061,001
-673,342
| -18% | -$66.7M | 0.06% | 267 |
|
|
2025
Q1 | $385M | Sell |
3,734,343
-24,795
| -0.7% | -$2.56M | 0.07% | 219 |
|
|
2024
Q4 | $348M | Buy |
3,759,138
+78,686
| +2% | +$7.29M | 0.06% | 253 |
|
|
2024
Q3 | $383M | Buy |
3,680,452
+391,206
| +12% | +$40.7M | 0.07% | 245 |
|
|
2024
Q2 | $317M | Buy |
3,289,246
+303,423
| +10% | +$29.2M | 0.06% | 288 |
|
|
2024
Q1 | $296M | Sell |
2,985,823
-42,663
| -1% | -$4.24M | 0.05% | 316 |
|
|
2023
Q4 | $271M | Sell |
3,028,486
-348,775
| -10% | -$31.2M | 0.05% | 331 |
|
|
2023
Q3 | $271M | Sell |
3,377,261
-327,922
| -9% | -$26.3M | 0.05% | 307 |
|
|
2023
Q2 | $330M | Sell |
3,705,183
-661,497
| -15% | -$58.9M | 0.06% | 281 |
|
|
2023
Q1 | $369M | Sell |
4,366,680
-859,251
| -16% | -$72.5M | 0.07% | 257 |
|
|
2022
Q4 | $409M | Sell |
5,225,931
-54,906
| -1% | -$4.3M | 0.08% | 234 |
|
|
2022
Q3 | $337M | Buy |
5,280,837
+432,248
| +9% | +$27.6M | 0.07% | 264 |
|
|
2022
Q2 | $343M | Buy |
4,848,589
+626,924
| +15% | +$44.3M | 0.07% | 252 |
|
|
2022
Q1 | $325M | Buy |
4,221,665
+1,484,963
| +54% | +$114M | 0.06% | 294 |
|
|
2021
Q4 | $238M | Sell |
2,736,702
-63,113
| -2% | -$5.5M | 0.04% | 394 |
|
|
2021
Q3 | $230M | Sell |
2,799,815
-1,333,193
| -32% | -$110M | 0.04% | 405 |
|
|
2021
Q2 | $338M | Buy |
4,133,008
+2,391,396
| +137% | +$196M | 0.06% | 314 |
|
|
2021
Q1 | $119M | Buy |
1,741,612
+450,434
| +35% | +$30.8M | 0.02% | 557 |
|
|
2020
Q4 | $87.2M | Sell |
1,291,178
-60,814
| -4% | -$4.11M | 0.02% | 629 |
|
|
2020
Q3 | $84.4M | Sell |
1,351,992
-169,475
| -11% | -$10.6M | 0.02% | 565 |
|
|
2020
Q2 | $86.5M | Buy |
+1,521,467
| New | +$86.5M | 0.02% | 559 |
|