Cerity Partners’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 | $33.8M | Buy |
341,824
+8,455
| +3% | +$837K | 0.06% | 255 |
|
|
2025
Q1 | $34.4M | Buy |
333,369
+283,923
| +574% | +$29.3M | 0.07% | 231 |
|
|
2024
Q4 | $4.72M | Buy |
49,446
+673
| +1% | +$64.2K | 0.01% | 734 |
|
|
2024
Q3 | $5.07M | Buy |
48,773
+14,348
| +42% | +$1.49M | 0.01% | 692 |
|
|
2024
Q2 | $3.31M | Sell |
34,425
-425
| -1% | -$40.9K | 0.01% | 729 |
|
|
2024
Q1 | $3.46M | Buy |
34,850
+9,119
| +35% | +$905K | 0.01% | 773 |
|
|
2023
Q4 | $2.3M | Buy |
25,731
+7,741
| +43% | +$693K | 0.01% | 727 |
|
|
2023
Q3 | $1.44M | Sell |
17,990
-4,334
| -19% | -$348K | 0.01% | 660 |
|
|
2023
Q2 | $1.99M | Sell |
22,324
-885
| -4% | -$78.8K | 0.01% | 735 |
|
|
2023
Q1 | $4.67M | Buy |
23,209
+4,777
| +26% | +$962K | 0.01% | 509 |
|
|
2022
Q4 | $1.44M | Buy |
18,432
+3,690
| +25% | +$289K | 0.01% | 600 |
|
|
2022
Q3 | $942K | Sell |
14,742
-558
| -4% | -$35.7K | 0.01% | 532 |
|
|
2022
Q2 | $1.08M | Buy |
15,300
+9,172
| +150% | +$648K | 0.01% | 528 |
|
|
2022
Q1 | $473K | Buy |
6,128
+532
| +10% | +$41.1K | 0.01% | 605 |
|
|
2021
Q4 | $492K | Buy |
5,596
+1,349
| +32% | +$119K | 0.01% | 603 |
|
|
2021
Q3 | $349K | Buy |
4,247
+365
| +9% | +$30K | 0.01% | 540 |
|
|
2021
Q2 | $317K | Sell |
3,882
-14
| -0.4% | -$1.14K | 0.01% | 562 |
|
|
2021
Q1 | $267K | Sell |
3,896
-181
| -4% | -$12.4K | 0.01% | 583 |
|
|
2020
Q4 | $275K | Buy |
4,077
+232
| +6% | +$15.6K | 0.01% | 543 |
|
|
2020
Q3 | $240K | Buy |
+3,845
| New | +$240K | 0.01% | 435 |
|