Chicago Capital’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 | $1.66M | Buy |
16,781
+2,920
| +21% | +$289K | 0.04% | 143 |
|
|
2025
Q1 | $1.43M | Buy |
13,861
+6,455
| +87% | +$666K | 0.04% | 145 |
|
|
2024
Q4 | $686K | Buy |
7,406
+13
| +0.2% | +$1.2K | 0.02% | 194 |
|
|
2024
Q3 | $768K | Buy |
7,393
+160
| +2% | +$16.6K | 0.02% | 185 |
|
|
2024
Q2 | $696K | Buy |
7,233
+250
| +4% | +$24.1K | 0.02% | 193 |
|
|
2024
Q1 | $693K | Sell |
6,983
-102
| -1% | -$10.1K | 0.02% | 191 |
|
|
2023
Q4 | $634K | Hold |
7,085
| – | – | 0.02% | 179 |
|
|
2023
Q3 | $569K | Buy |
7,085
+102
| +1% | +$8.19K | 0.03% | 145 |
|
|
2023
Q2 | $622K | Buy |
6,983
+103
| +1% | +$9.17K | 0.03% | 141 |
|
|
2023
Q1 | $581K | Hold |
6,880
| – | – | 0.03% | 149 |
|
|
2022
Q4 | $539K | Sell |
6,880
-125
| -2% | -$9.79K | 0.03% | 154 |
|
|
2022
Q3 | $447K | Sell |
7,005
-313
| -4% | -$20K | 0.03% | 169 |
|
|
2022
Q2 | $517K | Buy |
7,318
+375
| +5% | +$26.5K | 0.03% | 161 |
|
|
2022
Q1 | $534K | Hold |
6,943
| – | – | 0.02% | 170 |
|
|
2021
Q4 | $605K | Hold |
6,943
| – | – | 0.02% | 166 |
|
|
2021
Q3 | $571K | Buy |
6,943
+63
| +0.9% | +$5.18K | 0.02% | 170 |
|
|
2021
Q2 | $563K | Hold |
6,880
| – | – | 0.02% | 168 |
|
|
2021
Q1 | $471K | Sell |
6,880
-776
| -10% | -$53.1K | 0.02% | 176 |
|
|
2020
Q4 | $517K | Sell |
7,656
-228
| -3% | -$15.4K | 0.02% | 163 |
|
|
2020
Q3 | $492K | Buy |
7,884
+27
| +0.3% | +$1.69K | 0.03% | 155 |
|
|
2020
Q2 | $447K | Buy |
+7,857
| New | +$447K | 0.03% | 159 |
|