BAM
Broadcrest Asset Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-100,000
| Closed | -$8.44M | – | 7 |
|
|
2023
Q1 | $8.44M | Hold |
100,000
| – | – | 7.34% | 7 |
|
|
2022
Q4 | $7.83M | Hold |
100,000
| – | – | 8.55% | 6 |
|
|
2022
Q3 | $6.38M | Sell |
100,000
-100,000
| -50% | -$6.38M | 7.29% | 5 |
|
|
2022
Q2 | $14.1M | Hold |
200,000
| – | – | 14.79% | 2 |
|
|
2022
Q1 | $15.4M | Hold |
200,000
| – | – | 12.79% | 4 |
|
|
2021
Q4 | $17.4M | Buy |
+200,000
| New | +$17.4M | 12.6% | 4 |
|