BAM
Blueshift Asset Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Buy |
+2,759
| New | +$273K | 0.08% | 314 |
|
|
2024
Q2 | – | Sell |
-3,784
| Closed | -$376K | – | 404 |
|
|
2024
Q1 | $376K | Buy |
+3,784
| New | +$376K | 0.2% | 162 |
|
|
2023
Q4 | – | Sell |
-4,424
| Closed | -$355K | – | 342 |
|
|
2023
Q3 | $355K | Buy |
+4,424
| New | +$355K | 0.21% | 149 |
|
|
2023
Q2 | – | Sell |
-4,140
| Closed | -$349K | – | 441 |
|
|
2023
Q1 | $349K | Buy |
+4,140
| New | +$349K | 0.15% | 196 |
|
|
2022
Q4 | – | Sell |
-15,585
| Closed | -$994K | – | 552 |
|
|
2022
Q3 | $994K | Buy |
15,585
+12,630
| +427% | +$806K | 0.21% | 135 |
|
|
2022
Q2 | $209K | Sell |
2,955
-71,012
| -96% | -$5.02M | 0.03% | 567 |
|
|
2022
Q1 | $5.69M | Buy |
73,967
+33,276
| +82% | +$2.56M | 0.52% | 31 |
|
|
2021
Q4 | $3.54M | Buy |
40,691
+13,470
| +49% | +$1.17M | 0.31% | 85 |
|
|
2021
Q3 | $2.24M | Buy |
+27,221
| New | +$2.24M | 0.13% | 215 |
|
|
2021
Q2 | – | Sell |
-23,201
| Closed | -$1.59M | – | 1103 |
|
|
2021
Q1 | $1.59M | Sell |
23,201
-40,900
| -64% | -$2.8M | 0.16% | 169 |
|
|
2020
Q4 | $4.33M | Buy |
64,101
+39,941
| +165% | +$2.7M | 0.51% | 38 |
|
|
2020
Q3 | $1.51M | Buy |
+24,160
| New | +$1.51M | 0.21% | 145 |
|