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Claret Asset Management’s Otis Worldwide OTIS Stock Holding History

Claret Asset Management’s Portfolio OTIS Stock Details OTIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$238K Buy
+2,408
New +$238K 0.03% 199
2025
Q1 		– Hold
0
– – – 256
2024
Q4 		– Sell
-2,017
Closed -$210K – 339
2024
Q3 		$210K Buy
+2,017
New +$210K 0.03% 294