Canoe Financial’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 | $146M | Sell |
1,471,094
-32,275
| -2% | -$3.2M | 2.08% | 15 |
|
|
2025
Q1 | $155M | Buy |
1,503,369
+469,946
| +45% | +$48.5M | 2.49% | 12 |
|
|
2024
Q4 | $95.7M | Buy |
1,033,423
+904,157
| +699% | +$83.7M | 1.56% | 28 |
|
|
2024
Q3 | $13.5M | Sell |
129,266
-889,219
| -87% | -$92.9M | 0.32% | 57 |
|
|
2024
Q2 | $101M | Hold |
1,018,485
| – | – | 1.87% | 19 |
|
|
2024
Q1 | $101M | Buy |
+1,018,485
| New | +$101M | 1.67% | 22 |
|
|
2023
Q3 | – | Sell |
-968,894
| Closed | -$86.3M | – | 104 |
|
|
2023
Q2 | $86.3M | Buy |
968,894
+6,600
| +0.7% | +$588K | 1.8% | 19 |
|
|
2023
Q1 | $81.2M | Buy |
+962,294
| New | +$81.2M | 1.14% | 34 |
|