Axa’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 | – | Sell |
-188,353
| Closed | -$18.7M | – | 754 |
|
|
2025
Q2 | $18.7M | Sell |
188,353
-6,817
| -3% | -$658K | 0.05% | 291 |
|
|
2025
Q1 | $20.1M | Sell |
195,170
-26,309
| -12% | -$2.57M | 0.07% | 273 |
|
|
2024
Q4 | $20.5M | Buy |
221,479
+27,285
| +14% | +$2.74M | 0.06% | 270 |
|
|
2024
Q3 | $20.2M | Buy |
194,194
+40,659
| +26% | +$3.87M | 0.06% | 275 |
|
|
2024
Q2 | $14.8M | Sell |
153,535
-14,993
| -9% | -$1.44M | 0.04% | 322 |
|
|
2024
Q1 | $16.7M | Buy |
168,528
+6,085
| +4% | +$562K | 0.05% | 316 |
|
|
2023
Q4 | $14.5M | Sell |
162,443
-12,552
| -7% | -$1.04M | 0.05% | 330 |
|
|
2023
Q3 | $14.1M | Buy |
174,995
+19,084
| +12% | +$1.63M | 0.05% | 331 |
|
|
2023
Q2 | $13.9M | Sell |
155,911
-1,876
| -1% | -$158K | 0.05% | 350 |
|
|
2023
Q1 | $13.3M | Sell |
157,787
-89,829
| -36% | -$7.43M | 0.05% | 361 |
|
|
2022
Q4 | $19.4M | Buy |
247,616
+95,930
| +63% | +$7.08M | 0.07% | 311 |
|
|
2022
Q3 | $9.68M | Buy |
151,686
+38,496
| +34% | +$2.82M | 0.04% | 437 |
|
|
2022
Q2 | $8M | Sell |
113,190
-34,926
| -24% | -$2.57M | 0.03% | 475 |
|
|
2022
Q1 | $11.4M | Sell |
148,116
-41,539
| -22% | -$3.32M | 0.03% | 457 |
|
|
2021
Q4 | $16.5M | Sell |
189,655
-23,066
| -11% | -$1.93M | 0.04% | 403 |
|
|
2021
Q3 | $17.5M | Buy |
212,721
+5,744
| +3% | +$505K | 0.05% | 365 |
|
|
2021
Q2 | $16.9M | Sell |
206,977
-7,264
| -3% | -$559K | 0.05% | 389 |
|
|
2021
Q1 | $14.7M | Sell |
214,241
-850
| -0.4% | -$55.6K | 0.04% | 418 |
|
|
2020
Q4 | $14.5M | Buy |
215,091
+20,133
| +10% | +$1.31M | 0.05% | 404 |
|
|
2020
Q3 | $12.2M | Buy |
194,958
+145,897
| +297% | +$8.92M | 0.04% | 395 |
|
|
2020
Q2 | $2.79M | Buy |
+49,061
| New | +$2.54M | 0.01% | 757 |
|
Other funds holding OTIS
