Aberdeen Group’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26M | Buy |
337,880
+11,482
| +4% | +$1M | 0.04% | 340 |
|
|
2025
Q4 | $28.5M | Sell |
326,398
-7,078
| -2% | -$633K | 0.04% | 330 |
|
|
2025
Q3 | $30.4M | Buy |
333,476
+12
| +0% | +$1.09K | 0.05% | 308 |
|
|
2025
Q2 | $33M | Buy |
333,464
+13,614
| +4% | +$1.31M | 0.06% | 290 |
|
|
2025
Q1 | $32.7M | Buy |
319,850
+177,832
| +125% | +$17.4M | 0.06% | 263 |
|
|
2024
Q4 | $13.1M | Sell |
142,018
-11,542
| -8% | -$1.16M | 0.02% | 458 |
|
|
2024
Q3 | $15.9M | Sell |
153,560
-10,385
| -6% | -$989K | 0.03% | 437 |
|
|
2024
Q2 | $15.8M | Sell |
163,945
-34,424
| -17% | -$3.32M | 0.03% | 427 |
|
|
2024
Q1 | $19.7M | Buy |
198,369
+562
| +0.3% | +$51.9K | 0.04% | 406 |
|
|
2023
Q4 | $17.7M | Buy |
197,807
+72,329
| +58% | +$6.01M | 0.04% | 419 |
|
|
2023
Q3 | $10.1M | Sell |
125,478
-5,814
| -4% | -$497K | 0.03% | 444 |
|
|
2023
Q2 | $11.7M | Sell |
131,292
-2,857
| -2% | -$241K | 0.03% | 446 |
|
|
2023
Q1 | $11.3M | Buy |
134,149
+8,097
| +6% | +$670K | 0.03% | 452 |
|
|
2022
Q4 | $9.87M | Buy |
126,052
+21,711
| +21% | +$1.6M | 0.03% | 455 |
|
|
2022
Q3 | $6.66M | Buy |
104,341
+46
| +0% | +$3.37K | 0.02% | 504 |
|
|
2022
Q2 | $7.37M | Sell |
104,295
-4,820
| -4% | -$355K | 0.02% | 486 |
|
|
2022
Q1 | $8.54M | Sell |
109,115
-40,786
| -27% | -$3.26M | 0.02% | 474 |
|
|
2021
Q4 | $13.1M | Sell |
149,901
-2,381
| -2% | -$199K | 0.03% | 438 |
|
|
2021
Q3 | $12.7M | Sell |
152,282
-10,530
| -6% | -$926K | 0.03% | 451 |
|
|
2021
Q2 | $13.3M | Sell |
162,812
-6,047
| -4% | -$465K | 0.03% | 439 |
|
|
2021
Q1 | $11.6M | Buy |
168,859
+1,082
| +0.6% | +$70.7K | 0.03% | 463 |
|
|
2020
Q4 | $11.3M | Sell |
167,777
-12,744
| -7% | -$827K | 0.03% | 440 |
|
|
2020
Q3 | $11.3M | Sell |
180,521
-19,769
| -10% | -$1.21M | 0.03% | 397 |
|
|
2020
Q2 | $11.4M | Buy |
+200,290
| New | +$10.4M | 0.03% | 385 |
|
Other funds holding OTIS
VCM
VPM
