Otis Worldwide Corp. (OTIS)

Sector:Industrials
Super Investor Stats:
Ownership count:3
Ownership rank:299
% of all portfolios:0.001%
Hold Price * :$71.61
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q2  2026
≡ Dodge & Cox Funds Reduce 13.31% 800 0.00
≡ Terry Smith - Fundsmith Sell 100.00% 2,731,635 1.64
Q1  2026
≡ Terry Smith - Fundsmith Reduce 12.23% 380,745 0.23
≡ Dodge & Cox Funds Reduce 62.46% 10,000 0.00
Q4  2025
≡ Dodge & Cox Funds Reduce 3.61% 600 0.00
≡ Terry Smith - Fundsmith Reduce 46.51% 2,706,771 1.38
Q3  2025
≡ Dodge & Cox Funds Reduce 14.03% 2,710 0.00
≡ Mairs & Power Funds Sell 100.00% 2,128 0.00
Q2  2025
≡ Terry Smith - Fundsmith Reduce 0.81% 47,586 0.02
≡ Mairs & Power Funds Reduce 3.45% 76 0.00
≡ Dodge & Cox Funds Reduce 11.01% 2,390 0.00
Q1  2025
≡ Dodge & Cox Funds Reduce 0.46% 100 0.00
≡ Terry Smith - Fundsmith Reduce 1.68% 100,040 0.05
≡ Mairs & Power Funds Reduce 6.73% 159 0.00
Q4  2024
≡ Terry Smith - Fundsmith Reduce 2.84% 174,451 0.07
Q2  2024
≡ Dodge & Cox Funds Reduce 2.02% 450 0.00
≡ Terry Smith - Fundsmith Reduce 2.49% 156,825 0.06
≡ AKO Capital Sell 100.00% 761,938 1.07
Q1  2024
≡ Terry Smith - Fundsmith Reduce 2.28% 147,050 0.06
≡ AKO Capital Reduce 48.22% 709,471 1.00
Q4  2023
≡ Terry Smith - Fundsmith Reduce 0.14% 8,760 0.00
≡ AKO Capital Reduce 33.34% 736,011 0.94
Q3  2023
≡ 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
≡ AKO Capital Reduce 4.30% 116,218 0.16
Q1  2023
≡ AKO Capital Reduce 4.43% 125,323 0.16
Q4  2022
≡ Terry Smith - Fundsmith Reduce 0.08% 5,201 0.00
≡ AKO Capital Reduce 3.60% 105,512 0.13
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
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
≡ Christopher Davis - Davis Advisors Reduce 12.26% 1,757 0.00
≡ First Eagle Investment Management Sell 100.00% 102,156 0.02
Q3  2020
≡ Christopher Davis - Davis Advisors Reduce 0.49% 71 0.00
≡ AKO Capital Reduce 15.19% 813,149 0.80

* "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.