AlTi Global’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,404
| Closed | -$223K | – | 417 |
|
|
2024
Q4 | $223K | Buy |
2,404
+113
| +5% | +$10.5K | 0.01% | 389 |
|
|
2024
Q3 | $238K | Sell |
2,291
-938
| -29% | -$97.5K | 0.01% | 355 |
|
|
2024
Q2 | $311K | Sell |
3,229
-215
| -6% | -$20.7K | 0.01% | 311 |
|
|
2024
Q1 | $342K | Buy |
+3,444
| New | +$342K | 0.01% | 299 |
|