Chartwell Investment Partners’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $7.34M | Buy |
70,576
+4,417
| +7% | +$459K | 0.25% | 136 |
|
|
2024
Q2 | $6.37M | Buy |
66,159
+3,816
| +6% | +$367K | 0.22% | 151 |
|
|
2024
Q1 | $6.19M | Buy |
62,343
+2,360
| +4% | +$234K | 0.21% | 157 |
|
|
2023
Q4 | $5.37M | Buy |
59,983
+9,756
| +19% | +$873K | 0.19% | 188 |
|
|
2023
Q3 | $4.03M | Buy |
50,227
+1,238
| +3% | +$99.4K | 0.16% | 208 |
|
|
2023
Q2 | $4.36M | Buy |
48,989
+4,859
| +11% | +$433K | 0.16% | 213 |
|
|
2023
Q1 | $3.73M | Buy |
44,130
+4,740
| +12% | +$400K | 0.14% | 221 |
|
|
2022
Q4 | $3.09M | Buy |
39,390
+3,012
| +8% | +$236K | 0.12% | 230 |
|
|
2022
Q3 | $2.32M | Buy |
36,378
+2,230
| +7% | +$142K | 0.1% | 249 |
|
|
2022
Q2 | $2.41M | Buy |
34,148
+2,582
| +8% | +$182K | 0.1% | 256 |
|
|
2022
Q1 | $2.43M | Sell |
31,566
-6,475
| -17% | -$498K | 0.08% | 272 |
|
|
2021
Q4 | $3.31M | Buy |
38,041
+3,020
| +9% | +$263K | 0.1% | 254 |
|
|
2021
Q3 | $2.88M | Buy |
35,021
+7,878
| +29% | +$648K | 0.09% | 255 |
|
|
2021
Q2 | $2.22M | Sell |
27,143
-6,129
| -18% | -$501K | 0.07% | 283 |
|
|
2021
Q1 | $2.28M | Buy |
33,272
+5,405
| +19% | +$370K | 0.07% | 265 |
|
|
2020
Q4 | $1.88M | Buy |
27,867
+5,168
| +23% | +$349K | 0.06% | 289 |
|
|
2020
Q3 | $1.42M | Buy |
+22,699
| New | +$1.42M | 0.05% | 317 |
|