Otis Worldwide Corp. (OTIS)
| Sector: | Industrials |
| Super Investor Stats: | |
| Ownership count: | 3 |
| Ownership rank: | 206 |
| % of all portfolios: | 0.034% |
| Hold Price * : | $103.94 |
| History | Portfolio Manager | Activity ▼ | Share change | % change to portfolio | |
| Q3 2024 | |||||
| ≡ | First Eagle Investment Management | Add 35.37% | 11,425 | 0.00 | |
| ≡ | Terry Smith - Fundsmith | Add 0.05% | 2,950 | 0.00 | |
| Q2 2024 | |||||
| ≡ | First Eagle Investment Management | Add 61.13% | 12,256 | 0.00 | |
| ≡ | Terry Smith - Fundsmith | Reduce 2.49% | 156,825 | 0.06 | |
| ≡ | AKO Capital | Sell 100.00% | 761,938 | 1.07 | |
| Q1 2024 | |||||
| ≡ | First Eagle Investment Management | Add 173.66% | 12,722 | 0.00 | |
| ≡ | Terry Smith - Fundsmith | Reduce 2.28% | 147,050 | 0.06 | |
| ≡ | AKO Capital | Reduce 48.22% | 709,471 | 1.00 | |
| ≡ | Dodge & Cox | Sell 100.00% | 4,077,150 | 0.38 | |
| Q4 2023 | |||||
| ≡ | First Eagle Investment Management | Add 18684.62% | 7,287 | 0.00 | |
| ≡ | Terry Smith - Fundsmith | Reduce 0.14% | 8,760 | 0.00 | |
| ≡ | AKO Capital | Reduce 33.34% | 736,011 | 0.94 | |
| Q3 2023 | |||||
| ≡ | Dodge & Cox | Add 0.54% | 21,700 | 0.00 | |
| ≡ | Terry Smith - Fundsmith | Reduce 0.07% | 4,498 | 0.00 | |
| ≡ | AKO Capital | Reduce 14.60% | 377,483 | 0.49 | |
| ≡ | First Eagle Investment Management | Reduce 63.21% | 67 | 0.00 | |
| Q2 2023 | |||||
| ≡ | Terry Smith - Fundsmith | Add 2.77% | 173,736 | 0.06 | |
| ≡ | Dodge & Cox | Add 0.36% | 14,500 | 0.00 | |
| ≡ | AKO Capital | Reduce 4.30% | 116,218 | 0.16 | |
| Q1 2023 | |||||
| ≡ | Terry Smith - Fundsmith | Add 0.02% | 998 | 0.00 | |
| ≡ | AKO Capital | Reduce 4.43% | 125,323 | 0.16 | |
| Q4 2022 | |||||
| ≡ | First Eagle Investment Management | Buy | 106 | 0.00 | |
| ≡ | Terry Smith - Fundsmith | Reduce 0.08% | 5,201 | 0.00 | |
| ≡ | AKO Capital | Reduce 3.60% | 105,512 | 0.13 | |
| Q3 2022 | |||||
| ≡ | Dodge & Cox | Add 0.17% | 7,000 | 0.00 | |
| ≡ | Terry Smith - Fundsmith | Buy | 6,285,878 | 1.90 | |
| ≡ | AKO Capital | Reduce 16.19% | 566,576 | 0.60 | |
| Q2 2022 | |||||
| ≡ | AKO Capital | Reduce 10.05% | 390,916 | 0.39 | |
| ≡ | Viking Global Investors | Sell 100.00% | 3,538,164 | 1.11 | |
| Q1 2022 | |||||
| ≡ | AKO Capital | Add 4.44% | 165,193 | 0.14 | |
| ≡ | Viking Global Investors | Buy | 3,538,164 | 1.11 | |
| Q4 2021 | |||||
| ≡ | Dodge & Cox | Reduce 6.48% | 279,300 | 0.03 | |
| ≡ | AKO Capital | Reduce 22.34% | 1,071,186 | 0.91 | |
| Q3 2021 | |||||
| ≡ | AKO Capital | Reduce 3.33% | 165,052 | 0.14 | |
| Q2 2021 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 0.67% | 760 | 0.00 | |
| ≡ | AKO Capital | Reduce 10.36% | 573,521 | 0.53 | |
| ≡ | Viking Global Investors | Sell 100.00% | 6,834,220 | 1.39 | |
| Q1 2021 | |||||
| ≡ | Viking Global Investors | Add 26.61% | 1,436,557 | 0.29 | |
| ≡ | AKO Capital | Add 18.80% | 875,893 | 0.74 | |
| ≡ | Thomas Gayner - Markel Group | Add 0.71% | 800 | 0.00 | |
| ≡ | Christopher Davis - Davis Advisors | Sell 100.00% | 12,579 | 0.00 | |
| Q4 2020 | |||||
| ≡ | Viking Global Investors | Add 80.06% | 2,400,001 | 0.44 | |
| ≡ | AKO Capital | Add 2.60% | 118,199 | 0.10 | |
| ≡ | Thomas Gayner - Markel Group | Add 0.95% | 1,060 | 0.00 | |
| ≡ | Christopher Davis - Davis Advisors | Reduce 12.26% | 1,757 | 0.00 | |
| ≡ | Dodge & Cox | Reduce 24.66% | 1,411,600 | 0.14 | |
| ≡ | First Eagle Investment Management | Sell 100.00% | 102,156 | 0.02 | |
| Q3 2020 | |||||
| ≡ | Viking Global Investors | Buy | 2,997,662 | 0.68 | |
| ≡ | First Eagle Investment Management | Buy | 102,156 | 0.02 | |
| ≡ | Christopher Davis - Davis Advisors | Reduce 0.49% | 71 | 0.00 | |
| ≡ | AKO Capital | Reduce 15.19% | 813,149 | 0.80 | |
| ≡ | Steven Romick - FPA Crescent Fund | Sell 100.00% | 870,269 | 0.70 | |
| Q2 2020 | |||||
| ≡ | AKO Capital | Buy | 5,353,071 | 5.31 | |
| ≡ | Steven Romick - FPA Crescent Fund | Buy | 870,269 | 0.70 | |
| ≡ | Dodge & Cox | Buy | 5,724,850 | 0.55 | |
| ≡ | Thomas Gayner - Markel Group | Buy | 112,000 | 0.12 | |
| ≡ | Christopher Davis - Davis Advisors | Buy | 14,407 | 0.00 | |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.