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home / news releases / tracking terry smith s fundsmith 13f portfolio q1 20

OTIS - Tracking Terry Smith's Fundsmith 13F Portfolio - Q1 2024 Update

Otis Worldwide Corporation

2024-05-27 23:22:25 ET

Summary

  • Fundsmith's 13F portfolio value increased from $23.89B to $25.55B this quarter.
  • The top three holdings in the portfolio are Microsoft, Meta Platforms, and Stryker Corp.
  • New stakes were established in Texas Instruments and Choice Hotels, while stakes in IPG Photonics and Johnson & Johnson were disposed of.

This article is part of a series that provides an ongoing analysis of the changes made to Fundsmith's 13F portfolio on a quarterly basis. It is based on their regulatory 13F Form filed on 5/15/2024. Please visit our Tracking Terry Smith's Fundsmith 13F Portfolio series to get an idea of their investment philosophy and our last update for the fund's moves during Q4 2023....

For further details see:

Tracking Terry Smith's Fundsmith 13F Portfolio - Q1 2024 Update
Stock Information
Company Name: Otis Worldwide Corporation
Stock Symbol: OTIS
Market: NYSE
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