Bridgewater Associates’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,992
| Closed | -$384K | – | 880 |
|
|
2024
Q2 | $384K | Buy |
+3,992
| New | +$384K | ﹤0.01% | 788 |
|
|
2021
Q3 | – | Sell |
-43,774
| Closed | -$3.58M | – | 771 |
|
|
2021
Q2 | $3.58M | Buy |
+43,774
| New | +$3.58M | 0.02% | 394 |
|
|
2021
Q1 | – | Sell |
-37,501
| Closed | -$2.53M | – | 572 |
|
|
2020
Q4 | $2.53M | Buy |
37,501
+11,221
| +43% | +$758K | 0.02% | 273 |
|
|
2020
Q3 | $1.64M | Buy |
+26,280
| New | +$1.64M | 0.02% | 295 |
|