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
Terry Smith - Fundsmith Add 0.05% 2,950 0.00
First Eagle Investment Management Add 35.37% 11,425 0.00
Q2  2024
First Eagle Investment Management Add 61.13% 12,256 0.00
Q1  2024
First Eagle Investment Management Add 173.66% 12,722 0.00
Q4  2023
First Eagle Investment Management Add 18684.62% 7,287 0.00
Q3  2023
Dodge & Cox Add 0.54% 21,700 0.00
Q2  2023
Dodge & Cox Add 0.36% 14,500 0.00
Terry Smith - Fundsmith Add 2.77% 173,736 0.06
Q1  2023
Terry Smith - Fundsmith Add 0.02% 998 0.00
Q4  2022
First Eagle Investment Management Buy 106 0.00
Q3  2022
Dodge & Cox Add 0.17% 7,000 0.00
Terry Smith - Fundsmith Buy 6,285,878 1.90
Q1  2022
AKO Capital Add 4.44% 165,193 0.14
Viking Global Investors Buy 3,538,164 1.11
Q2  2021
Thomas Gayner - Markel Group Add 0.67% 760 0.00
Q1  2021
Thomas Gayner - Markel Group Add 0.71% 800 0.00
Viking Global Investors Add 26.61% 1,436,557 0.29
AKO Capital Add 18.80% 875,893 0.74
Q4  2020
Thomas Gayner - Markel Group Add 0.95% 1,060 0.00
AKO Capital Add 2.60% 118,199 0.10
Viking Global Investors Add 80.06% 2,400,001 0.44
Q3  2020
First Eagle Investment Management Buy 102,156 0.02
Viking Global Investors Buy 2,997,662 0.68
Q2  2020
Christopher Davis - Davis Advisors Buy 14,407 0.00
Thomas Gayner - Markel Group Buy 112,000 0.12
Dodge & Cox Buy 5,724,850 0.55
Steven Romick - FPA Crescent Fund Buy 870,269 0.70
AKO Capital Buy 5,353,071 5.31

* "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.