Joel Greenblatt - Gotham Asset Management
Holding/activity history for Otis Worldwide Corp. (OTIS)
← All OTIS superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 132,922 | 0.03 | Reduce 14.68% | <0.01 | $75.27–94.57 · VW $86.90i | $10,245,628 | SEC |
| 2025 Q4 | 155,797 | 0.05 | Add 75.01% | 0.02 | $85.82–94.06 · VW $89.24i | $13,608,868 | SEC |
| 2025 Q3 | 89,022 | 0.04 | Reduce 24.36% | 0.02 | $84.25–101.42 · VW $89.73i | $8,139,281 | SEC |
| 2025 Q2 | 117,687 | 0.07 | Reduce 14.38% | 0.02 | $89.70–100.99 · VW $96.23i | $11,653,367 | SEC |
| 2025 Q1 | 137,446 | 0.12 | Reduce 28.70% | 0.05 | $90.12–106.83 · VW $98.21i | $14,184,427 | SEC |
| 2024 Q4 | 192,779 | 0.17 | Reduce 0.89% | <0.01 | $91.95–106.33 · VW $99.94i | $17,853,263 | SEC |
| 2024 Q3 | 194,501 | 0.21 | Add 31.21% | 0.05 | $90.21–105.39 · VW $96.37i | $20,216,434 | SEC |
| 2024 Q2 | 148,237 | 0.18 | Add 35.00% | 0.05 | $90.57–100.84 · VW $96.35i | $14,269,294 | SEC |
| 2024 Q1 | 109,803 | 0.16 | Add 28.17% | 0.04 | $85.42–100.35 · VW $92.11i | $10,900,144 | SEC |
| 2023 Q4 | 85,671 | 0.14 | Reduce 33.82% | 0.07 | $73.32–91.03 · VW $83.36i | $7,664,984 | SEC |
| 2023 Q3 | 129,460 | 0.21 | Add 47.25% | 0.07 | $79.13–91.33 · VW $85.33i | $10,396,933 | SEC |
| 2023 Q2 | 87,918 | 0.17 | Add 126.07% | 0.09 | $76.89–90.11 · VW $84.34i | $7,825,581 | SEC |
| 2023 Q1 | 38,889 | 0.08 | Add 34.47% | 0.02 | $78.41–87.33 · VW $82.73i | $3,282,232 | SEC |
| 2022 Q4 | 28,921 | 0.06 | Reduce 50.49% | 0.06 | $62.49–82.00 · VW $74.28i | $2,264,804 | SEC |
| 2022 Q3 | 58,420 | 0.11 | Reduce 39.83% | 0.09 | $63.74–81.94 · VW $72.51i | $3,727,000 | SEC |
| 2022 Q2 | 97,086 | 0.22 | Reduce 3.92% | <0.01 | $66.97–78.20 · VW $73.61i | $6,861,000 | SEC |
| 2022 Q1 | 101,044 | 0.24 | Add 57.75% | 0.09 | $71.07–88.22 · VW $79.73i | $7,775,000 | SEC |
| 2021 Q4 | 64,055 | 0.18 | Add 448.56% | 0.15 | $78.60–87.83 · VW $83.75i | $5,577,000 | SEC |
| 2021 Q3 | 11,677 | 0.04 | Buy | 0.04 | $81.05–92.84 · VW $87.66i | $961,000 | SEC |
| 2021 Q2 | 0 | 0.00 | Sell 100.00% | 0.01 | $68.89–82.94 · VW $76.93i | SEC | |
| 2021 Q1 | 4,590 | 0.01 | Reduce 86.41% | 0.07 | $61.28–70.67 · VW $65.22i | $314,000 | SEC |
| 2020 Q4 | 33,775 | 0.08 | Reduce 1.61% | <0.01 | $58.77–68.21 · VW $64.83i | $2,282,000 | SEC |
| 2020 Q3 | 34,327 | 0.07 | Reduce 52.30% | 0.06 | $56.03–65.95 · VW $61.02i | $2,143,000 | SEC |
| 2020 Q2 | 71,957 | 0.12 | Buy | 0.12 | $41.26–61.46 · VW $50.70i | $4,091,000 | SEC |
Price snapshot:
Current price$73.42
Avg. buy price$90.73
+/- since buy-19.08%
52-week low$69.16
52-week high$99.40