Anchor Capital Advisors’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$51.4M Buy
2025
Q2
$8.19M Sell
2025
Q1
$8.69M Sell
2024
Q4
$8.18M Sell
2024
Q3
$9.55M Sell
2024
Q2
$8.98M Sell
2024
Q1
$9.27M Sell
2023
Q4
$9.53M Sell
2023
Q3
$8.8M Sell
2023
Q2
$10M Sell
2023
Q1
$10M Buy
2022
Q4
$8.9M Sell
2022
Q3
$7.88M Sell
2022
Q2
$9.45M Buy