Bank of New York Mellon’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
$277M Sell
2,797,485
-155,532
-5% -$15.4M 0.05% 298
2025
Q1
$305M Sell
2,953,017
-273,604
-8% -$28.2M 0.06% 275
2024
Q4
$299M Sell
3,226,621
-57,332
-2% -$5.31M 0.06% 290
2024
Q3
$341M Buy
3,283,953
+130,745
+4% +$13.6M 0.06% 264
2024
Q2
$304M Sell
3,153,208
-420,503
-12% -$40.5M 0.06% 275
2024
Q1
$355M Sell
3,573,711
-139,212
-4% -$13.8M 0.07% 255
2023
Q4
$332M Sell
3,712,923
-58,485
-2% -$5.23M 0.07% 264
2023
Q3
$303M Sell
3,771,408
-344,021
-8% -$27.6M 0.07% 268
2023
Q2
$366M Buy
4,115,429
+107,072
+3% +$9.53M 0.08% 227
2023
Q1
$338M Sell
4,008,357
-93,543
-2% -$7.9M 0.07% 251
2022
Q4
$321M Sell
4,101,900
-8,544
-0.2% -$669K 0.07% 246
2022
Q3
$262M Sell
4,110,444
-68,517
-2% -$4.37M 0.06% 281
2022
Q2
$295M Buy
4,178,961
+166,707
+4% +$11.8M 0.07% 258
2022
Q1
$309M Sell
4,012,254
-3,039,619
-43% -$234M 0.06% 289
2021
Q4
$614M Sell
7,051,873
-30,296
-0.4% -$2.64M 0.11% 159
2021
Q3
$583M Buy
7,082,169
+38,736
+0.5% +$3.19M 0.11% 158
2021
Q2
$576M Sell
7,043,433
-494,217
-7% -$40.4M 0.11% 161
2021
Q1
$516M Sell
7,537,650
-1,541,903
-17% -$106M 0.11% 168
2020
Q4
$613M Buy
9,079,553
+42,415
+0.5% +$2.87M 0.13% 141
2020
Q3
$564M Buy
9,037,138
+3,133,755
+53% +$196M 0.14% 134
2020
Q2
$336M Buy
+5,903,383
New +$336M 0.09% 196