Current Value of Holding

$50 Million

Shares

523 Thousand

% of Portfolio

0.08%

Average Buy Price

$69.3

Avg closing price
Price range

15 Jim Simons Otis Worldwide Trades

Jim Simons's position in Otis Worldwide is currently worth $50 Million. That's 0.08% of their equity portfolio (297th largest holding). The first Otis Worldwide trade was made in Q2 2020. Since then Jim Simons bought shares eight more times and sold shares on six occasions. The stake costed the investor $36.2 Million, netting the investor a gain of 38% so far.

Avg closing price
Price range
Increased shares by 42.3% (+156 Thousand shares) Q4 2023
Avg closing price $83.15
Price range $75.47 - $90.67
Increased shares by 65.9% (+146 Thousand shares) Q3 2023
Avg closing price $85.52
Price range $79.29 - $90.96
Sold 63.9% shares (-392 Thousand shares) Q2 2023
Avg closing price $84.25
Price range $78.49 - $89.01
Sold 14.0% shares (-100 Thousand shares) Q1 2023
Avg closing price $82.75
Price range $79.12 - $86.93
Sold 50.7% shares (-734 Thousand shares) Q4 2022
Avg closing price $73.83
Price range $64.12 - $80.95
Increased shares by 43.4% (+438 Thousand shares) Q3 2022
Avg closing price $73.16
Price range $63.80 - $81.75
Increased shares by 22.5% (+186 Thousand shares) Q2 2022
Avg closing price $73.67
Price range $67.88 - $77.54
Increased shares by 29.3% (+187 Thousand shares) Q1 2022
Avg closing price $79.92
Price range $71.98 - $86.95
Sold 70.9% shares (-1.55 Million shares) Q4 2021
Avg closing price $83.71
Price range $79.72 - $87.07
Increased shares by 19.7% (+360 Thousand shares) Q3 2021
Avg closing price $87.93
Price range $82.00 - $92.37
Sold 1.3% shares (-24.1 Thousand shares) Q2 2021
Avg closing price $76.96
Price range $69.23 - $82.08
Increased shares by 94.2% (+900 Thousand shares) Q1 2021
Avg closing price $65.37
Price range $62.24 - $69.91
Sold 31.8% shares (-446 Thousand shares) Q4 2020
Avg closing price $64.87
Price range $58.99 - $67.55
Increased shares by 1310.9% (+1.3 Million shares) Q3 2020
Avg closing price $61.16
Price range $55.78 - $65.34
New holding (+99.3 Thousand shares) Q2 2020
Avg closing price $51.61
Price range $44.00 - $61.26

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