Acadian Asset Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752K | Buy |
7,613
+3,568
| +88% | +$352K | ﹤0.01% | 1046 |
|
|
2025
Q1 | $417K | Buy |
4,045
+1,574
| +64% | +$162K | ﹤0.01% | 1114 |
|
|
2024
Q4 | $228K | Sell |
2,471
-2,831
| -53% | -$261K | ﹤0.01% | 1240 |
|
|
2024
Q3 | $550K | Sell |
5,302
-8,033
| -60% | -$833K | ﹤0.01% | 1062 |
|
|
2024
Q2 | $1.28M | Buy |
13,335
+6,537
| +96% | +$628K | ﹤0.01% | 913 |
|
|
2024
Q1 | $673K | Buy |
6,798
+5,187
| +322% | +$514K | ﹤0.01% | 936 |
|
|
2023
Q4 | $144K | Hold |
1,611
| – | – | ﹤0.01% | 1294 |
|
|
2023
Q3 | $129K | Sell |
1,611
-17,200
| -91% | -$1.38M | ﹤0.01% | 1270 |
|
|
2023
Q2 | $1.67M | Buy |
18,811
+15,828
| +531% | +$1.41M | 0.01% | 746 |
|
|
2023
Q1 | $250K | Buy |
2,983
+1,372
| +85% | +$115K | ﹤0.01% | 1211 |
|
|
2022
Q4 | $126K | Hold |
1,611
| – | – | ﹤0.01% | 1391 |
|
|
2022
Q3 | $102K | Hold |
1,611
| – | – | ﹤0.01% | 1359 |
|
|
2022
Q2 | $114K | Hold |
1,611
| – | – | ﹤0.01% | 1332 |
|
|
2022
Q1 | $123K | Sell |
1,611
-11,405
| -88% | -$871K | ﹤0.01% | 1318 |
|
|
2021
Q4 | $1.13M | Sell |
13,016
-17,181
| -57% | -$1.49M | ﹤0.01% | 803 |
|
|
2021
Q3 | $2.48M | Sell |
30,197
-19,231
| -39% | -$1.58M | 0.01% | 630 |
|
|
2021
Q2 | $4.04M | Buy |
49,428
+41,025
| +488% | +$3.35M | 0.02% | 527 |
|
|
2021
Q1 | $574K | Sell |
8,403
-13,864
| -62% | -$947K | ﹤0.01% | 1144 |
|
|
2020
Q4 | $1.51M | Buy |
22,267
+8,339
| +60% | +$564K | 0.01% | 854 |
|
|
2020
Q3 | $870K | Buy |
13,928
+1,982
| +17% | +$124K | ﹤0.01% | 952 |
|
|
2020
Q2 | $680K | Buy |
+11,946
| New | +$680K | ﹤0.01% | 1087 |
|