Current Value of Holding

$369 Million

Shares

3.89 Million

% of Portfolio

1.61%

Average Buy Price

$66

Avg closing price
Price range

15 Jeremy Grantham Otis Worldwide Trades

Jeremy Grantham acquired 3.89 Million Otis Worldwide shares worth $369 Million. That's 1.61% of their equity portfolio (22nd largest holding). The first Otis Worldwide trade was made in Q2 2020. Since then Jeremy Grantham bought shares ten more times and sold shares on four occasions. The stake costed the investor $257 Million, netting the investor a gain of 44% so far.

Avg closing price
Price range
Increased shares by 12.7% (+437 Thousand shares) Q4 2023
Avg closing price $83.15
Price range $75.47 - $90.67
Increased shares by 1.7% (+59.2 Thousand shares) Q3 2023
Avg closing price $85.52
Price range $79.29 - $90.96
Increased shares by 0.5% (+17.3 Thousand shares) Q2 2023
Avg closing price $84.25
Price range $78.49 - $89.01
Increased shares by 2.1% (+69.2 Thousand shares) Q1 2023
Avg closing price $82.75
Price range $79.12 - $86.93
Increased shares by 14.9% (+427 Thousand shares) Q4 2022
Avg closing price $73.83
Price range $64.12 - $80.95
Increased shares by 9.5% (+250 Thousand shares) Q3 2022
Avg closing price $73.16
Price range $63.80 - $81.75
Sold 2.4% shares (-63.5 Thousand shares) Q2 2022
Avg closing price $73.67
Price range $67.88 - $77.54
Increased shares by 14.7% (+345 Thousand shares) Q1 2022
Avg closing price $79.92
Price range $71.98 - $86.95
Increased shares by 1.3% (+30.6 Thousand shares) Q4 2021
Avg closing price $83.71
Price range $79.72 - $87.07
Sold 4.4% shares (-107 Thousand shares) Q3 2021
Avg closing price $87.93
Price range $82.00 - $92.37
Increased shares by 23.0% (+453 Thousand shares) Q2 2021
Avg closing price $76.96
Price range $69.23 - $82.08
Sold 2.5% shares (-50.5 Thousand shares) Q1 2021
Avg closing price $65.37
Price range $62.24 - $69.91
Sold 0.5% shares (-10.2 Thousand shares) Q4 2020
Avg closing price $64.87
Price range $58.99 - $67.55
Increased shares by 24.5% (+399 Thousand shares) Q3 2020
Avg closing price $61.16
Price range $55.78 - $65.34
New holding (+1.63 Million shares) Q2 2020
Avg closing price $51.61
Price range $44.00 - $61.26

Embed chart

Easily embed the chart on your blog or website – it will always update automatically!