Brinker Capital Investments’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 | $4.48M | Buy |
45,280
+1,232
| +3% | +$122K | 0.04% | 437 |
|
|
2025
Q1 | $4.55M | Sell |
44,048
-2,135
| -5% | -$220K | 0.04% | 373 |
|
|
2024
Q4 | $4.28M | Sell |
46,183
-1,657
| -3% | -$153K | 0.04% | 375 |
|
|
2024
Q3 | $4.97M | Sell |
47,840
-2,980
| -6% | -$310K | 0.05% | 331 |
|
|
2024
Q2 | $4.89M | Sell |
50,820
-2,509
| -5% | -$242K | 0.05% | 313 |
|
|
2024
Q1 | $5.29M | Sell |
53,329
-2,425
| -4% | -$241K | 0.06% | 309 |
|
|
2023
Q4 | $4.88M | Sell |
55,754
-4,056
| -7% | -$355K | 0.06% | 308 |
|
|
2023
Q3 | $4.8M | Sell |
59,810
-7,555
| -11% | -$607K | 0.06% | 308 |
|
|
2023
Q2 | $6M | Sell |
67,365
-5,016
| -7% | -$446K | 0.06% | 286 |
|
|
2023
Q1 | $6.11M | Buy |
72,381
+2,373
| +3% | +$200K | 0.08% | 236 |
|
|
2022
Q4 | $5.48M | Sell |
70,008
-2,195
| -3% | -$172K | 0.11% | 191 |
|
|
2022
Q3 | $4.61M | Sell |
72,203
-4,419
| -6% | -$282K | 0.1% | 215 |
|
|
2022
Q2 | $5.42M | Sell |
76,622
-3,897
| -5% | -$275K | 0.1% | 197 |
|
|
2022
Q1 | $6.2M | Sell |
80,519
-1,097
| -1% | -$84.4K | 0.1% | 208 |
|
|
2021
Q4 | $7.11M | Sell |
81,616
-2,472
| -3% | -$215K | 0.1% | 192 |
|
|
2021
Q3 | $6.88M | Hold |
84,088
| – | – | 0.11% | 192 |
|
|
2021
Q2 | $6.88M | Sell |
84,088
-3,552
| -4% | -$290K | 0.09% | 233 |
|
|
2021
Q1 | $6M | Buy |
87,640
+49,011
| +127% | +$3.35M | 0.09% | 231 |
|
|
2020
Q4 | $2.61M | Buy |
38,629
+19,780
| +105% | +$1.34M | 0.04% | 489 |
|
|
2020
Q3 | $1.18M | Buy |
+18,849
| New | +$1.18M | 0.02% | 636 |
|