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
Q2  2024
Terry Smith - Fundsmith Reduce 2.49% 156,825 0.06
AKO Capital Sell 100.00% 761,938 1.07
Q1  2024
AKO Capital Reduce 48.22% 709,471 1.00
Terry Smith - Fundsmith Reduce 2.28% 147,050 0.06
Dodge & Cox Sell 100.00% 4,077,150 0.38
Q4  2023
AKO Capital Reduce 33.34% 736,011 0.94
Terry Smith - Fundsmith Reduce 0.14% 8,760 0.00
Q3  2023
First Eagle Investment Management Reduce 63.21% 67 0.00
AKO Capital Reduce 14.60% 377,483 0.49
Terry Smith - Fundsmith Reduce 0.07% 4,498 0.00
Q2  2023
AKO Capital Reduce 4.30% 116,218 0.16
Q1  2023
AKO Capital Reduce 4.43% 125,323 0.16
Q4  2022
AKO Capital Reduce 3.60% 105,512 0.13
Terry Smith - Fundsmith Reduce 0.08% 5,201 0.00
Q3  2022
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
Q4  2021
AKO Capital Reduce 22.34% 1,071,186 0.91
Dodge & Cox Reduce 6.48% 279,300 0.03
Q3  2021
AKO Capital Reduce 3.33% 165,052 0.14
Q2  2021
AKO Capital Reduce 10.36% 573,521 0.53
Viking Global Investors Sell 100.00% 6,834,220 1.39
Q1  2021
Christopher Davis - Davis Advisors Sell 100.00% 12,579 0.00
Q4  2020
Dodge & Cox Reduce 24.66% 1,411,600 0.14
Christopher Davis - Davis Advisors Reduce 12.26% 1,757 0.00
First Eagle Investment Management Sell 100.00% 102,156 0.02
Q3  2020
AKO Capital Reduce 15.19% 813,149 0.80
Christopher Davis - Davis Advisors Reduce 0.49% 71 0.00
Steven Romick - FPA Crescent Fund Sell 100.00% 870,269 0.70

* "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.