Campbell & Co Investment Adviser’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 | $2.4M | Buy |
+24,196
| New | +$2.4M | 0.15% | 200 |
|
|
2025
Q1 | – | Sell |
-6,660
| Closed | -$617K | – | 1250 |
|
|
2024
Q4 | $617K | Buy |
6,660
+458
| +7% | +$42.4K | 0.05% | 582 |
|
|
2024
Q3 | $645K | Buy |
6,202
+2,698
| +77% | +$280K | 0.05% | 610 |
|
|
2024
Q2 | $337K | Buy |
3,504
+574
| +20% | +$55.3K | 0.03% | 796 |
|
|
2024
Q1 | $291K | Sell |
2,930
-1,965
| -40% | -$195K | 0.03% | 918 |
|
|
2023
Q4 | $438K | Sell |
4,895
-16,718
| -77% | -$1.5M | 0.04% | 780 |
|
|
2023
Q3 | $1.74M | Buy |
21,613
+4,850
| +29% | +$390K | 0.21% | 120 |
|
|
2023
Q2 | $1.49M | Buy |
+16,763
| New | +$1.49M | 0.27% | 60 |
|