CI Investments Inc’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-11,769
Closed -$1.08M 1074
2025
Q3
$1.08M Sell
11,769
-217
-2% -$19.7K ﹤0.01% 427
2025
Q2
$1.19M Buy
11,986
+31
+0.3% +$2.99K ﹤0.01% 413
2025
Q1
$1.23M Buy
11,955
+1,133
+10% +$111K 0.01% 399
2024
Q4
$1M Buy
10,822
+3,524
+48% +$353K ﹤0.01% 418
2024
Q3
$759K Buy
7,298
+471
+7% +$44.9K ﹤0.01% 436
2024
Q2
$657K Buy
6,827
+91
+1% +$8.77K ﹤0.01% 442
2024
Q1
$669K Buy
6,736
+920
+16% +$85K ﹤0.01% 445
2023
Q4
$520K Buy
5,816
+4,571
+367% +$380K ﹤0.01% 445
2023
Q3
$100K Buy
1,245
+55
+5% +$4.7K ﹤0.01% 827
2023
Q2
$106K Buy
1,190
+87
+8% +$7.33K ﹤0.01% 777
2023
Q1
$93K Sell
1,103
-79
-7% -$6.54K ﹤0.01% 757
2022
Q4
$93K Buy
1,182
+617
+109% +$45.6K ﹤0.01% 771
2022
Q3
$36K Buy
565
+513
+987% +$37.5K ﹤0.01% 908
2022
Q2
$4K Sell
52
-1
-2% -$74 ﹤0.01% 1107
2022
Q1
$4K Hold
53
﹤0.01% 1163
2021
Q4
$5K Hold
53
﹤0.01% 1120
2021
Q3
$4K Buy
+53
New +$4.66K ﹤0.01% 1099

Other funds holding OTIS