Current Value of Holding

$190M

Shares

2.73M

% of Portfolio

1.35%

Average Buy Price

$73.5

Avg closing price
Price range

14 Terry Smith Otis Worldwide Trades

Terry Smith's position in Otis Worldwide is currently worth $190M. That's 1.35% of their equity portfolio (17th largest holding). The first Otis Worldwide trade was made in Q3 2022. Since then Terry Smith bought shares three more times and sold shares on ten occasions. The investor's estimated purchase price is $201M, resulting in a loss of 5.2%.

Avg closing price
Price range
Sold 12.2% shares (-381k shares) Q1 2026
Avg closing price $88.53
Price range $75.95 - $93.62
Sold 46.5% shares (-2.71M shares) Q4 2025
Avg closing price $89.45
Price range $86.12 - $93.38
Sold 0.8% shares (-47.6k shares) Q2 2025
Avg closing price $96.58
Price range $90.88 - $104.30
Sold 1.7% shares (-100k shares) Q1 2025
Avg closing price $97.54
Price range $90.77 - $104.01
Sold 2.8% shares (-174k shares) Q4 2024
Avg closing price $100.11
Price range $92.57 - $106.01
Increased shares by 0.0% (+2.95k shares) Q3 2024
Avg closing price $95.29
Price range $91.43 - $104.43
Sold 2.5% shares (-157k shares) Q2 2024
Avg closing price $96.37
Price range $91.20 - $100.78
Sold 2.3% shares (-147k shares) Q1 2024
Avg closing price $92.42
Price range $85.45 - $100.22
Sold 0.1% shares (-8.76k shares) Q4 2023
Avg closing price $83.15
Price range $75.47 - $90.67
Sold 0.1% shares (-4.5k shares) Q3 2023
Avg closing price $85.52
Price range $79.29 - $90.96
Increased shares by 2.8% (+174k shares) Q2 2023
Avg closing price $84.25
Price range $78.49 - $89.01
Increased shares by 0.0% (+998 shares) Q1 2023
Avg closing price $82.75
Price range $79.12 - $86.93
Sold 0.1% shares (-5.2k shares) Q4 2022
Avg closing price $73.83
Price range $64.12 - $80.95
New holding (+6.29M shares) Q3 2022
Avg closing price $73.16
Price range $63.80 - $81.75

News about Otis Worldwide Corp and Terry Smith

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