Boston Partners’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 |
-29,025
| Closed | -$2.69M | – | 755 |
|
|
2024
Q4 | $2.69M | Sell |
29,025
-1,257,261
| -98% | -$116M | ﹤0.01% | 468 |
|
|
2024
Q3 | $134M | Sell |
1,286,286
-721,134
| -36% | -$75M | 0.16% | 192 |
|
|
2024
Q2 | $193M | Sell |
2,007,420
-11,577
| -0.6% | -$1.11M | 0.24% | 156 |
|
|
2024
Q1 | $200M | Sell |
2,018,997
-1,187,755
| -37% | -$118M | 0.24% | 157 |
|
|
2023
Q4 | $287M | Sell |
3,206,752
-1,433,316
| -31% | -$128M | 0.38% | 94 |
|
|
2023
Q3 | $372M | Sell |
4,640,068
-45,791
| -1% | -$3.67M | 0.52% | 67 |
|
|
2023
Q2 | $417M | Sell |
4,685,859
-12,983
| -0.3% | -$1.16M | 0.56% | 61 |
|
|
2023
Q1 | $397M | Sell |
4,698,842
-699,368
| -13% | -$59.1M | 0.55% | 62 |
|
|
2022
Q4 | $424M | Sell |
5,398,210
-751,852
| -12% | -$59M | 0.57% | 57 |
|
|
2022
Q3 | $394M | Buy |
6,150,062
+1,887,275
| +44% | +$121M | 0.58% | 55 |
|
|
2022
Q2 | $303M | Buy |
4,262,787
+751,238
| +21% | +$53.3M | 0.42% | 79 |
|
|
2022
Q1 | $270M | Buy |
3,511,549
+333,471
| +10% | +$25.7M | 0.33% | 110 |
|
|
2021
Q4 | $277M | Sell |
3,178,078
-125,973
| -4% | -$11M | 0.33% | 104 |
|
|
2021
Q3 | $272M | Sell |
3,304,051
-19,841
| -0.6% | -$1.63M | 0.34% | 97 |
|
|
2021
Q2 | $272M | Sell |
3,323,892
-11,915
| -0.4% | -$975K | 0.35% | 101 |
|
|
2021
Q1 | $228M | Buy |
3,335,807
+1,487,388
| +80% | +$102M | 0.31% | 107 |
|
|
2020
Q4 | $125M | Sell |
1,848,419
-94,929
| -5% | -$6.41M | 0.19% | 167 |
|
|
2020
Q3 | $121M | Sell |
1,943,348
-115,905
| -6% | -$7.23M | 0.22% | 141 |
|
|
2020
Q2 | $117M | Buy |
+2,059,253
| New | +$117M | 0.22% | 142 |
|