Clark Capital Management Group’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-411,688
| Closed | -$35.8M | – | 394 |
|
|
2021
Q4 | $35.8M | Buy |
411,688
+88,887
| +28% | +$7.74M | 0.44% | 77 |
|
|
2021
Q3 | $26.6M | Buy |
322,801
+10,477
| +3% | +$862K | 0.36% | 115 |
|
|
2021
Q2 | $25.5M | Buy |
312,324
+7,791
| +3% | +$637K | 0.36% | 119 |
|
|
2021
Q1 | $20.8M | Sell |
304,533
-4,449
| -1% | -$305K | 0.32% | 136 |
|
|
2020
Q4 | $20.9M | Sell |
308,982
-7,873
| -2% | -$532K | 0.34% | 126 |
|
|
2020
Q3 | $19.8M | Buy |
316,855
+170,391
| +116% | +$10.6M | 0.37% | 116 |
|
|
2020
Q2 | $8.33M | Buy |
+146,464
| New | +$8.33M | 0.16% | 142 |
|