Copeland Capital Management’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 | $1.07M | Sell |
10,781
-376
| -3% | -$37.2K | 0.02% | 128 |
|
|
2025
Q1 | $1.15M | Sell |
11,157
-1,094
| -9% | -$113K | 0.02% | 122 |
|
|
2024
Q4 | $1.13M | Sell |
12,251
-155,797
| -93% | -$14.4M | 0.02% | 124 |
|
|
2024
Q3 | $17.5M | Sell |
168,048
-6,897
| -4% | -$717K | 0.3% | 104 |
|
|
2024
Q2 | $16.8M | Buy |
174,945
+6,114
| +4% | +$589K | 0.32% | 101 |
|
|
2024
Q1 | $16.8M | Buy |
168,831
+12,714
| +8% | +$1.26M | 0.3% | 97 |
|
|
2023
Q4 | $14M | Sell |
156,117
-3,571
| -2% | -$319K | 0.28% | 94 |
|
|
2023
Q3 | $12.8M | Sell |
159,688
-4,002
| -2% | -$321K | 0.28% | 94 |
|
|
2023
Q2 | $14.6M | Buy |
163,690
+60,007
| +58% | +$5.34M | 0.3% | 89 |
|
|
2023
Q1 | $8.75M | Sell |
103,683
-683
| -0.7% | -$57.6K | 0.21% | 87 |
|
|
2022
Q4 | $8.17M | Sell |
104,366
-9,450
| -8% | -$740K | 0.22% | 98 |
|
|
2022
Q3 | $7.26M | Sell |
113,816
-4,850
| -4% | -$309K | 0.24% | 104 |
|
|
2022
Q2 | $8.39M | Sell |
118,666
-5,971
| -5% | -$422K | 0.27% | 99 |
|
|
2022
Q1 | $9.59M | Sell |
124,637
-63
| -0.1% | -$4.85K | 0.26% | 98 |
|
|
2021
Q4 | $10.9M | Buy |
124,700
+107,461
| +623% | +$9.36M | 0.28% | 101 |
|
|
2021
Q3 | $1.42M | Sell |
17,239
-2,431
| -12% | -$200K | 0.04% | 123 |
|
|
2021
Q2 | $1.61M | Buy |
19,670
+72
| +0.4% | +$5.89K | 0.05% | 120 |
|
|
2021
Q1 | $1.34M | Buy |
19,598
+3,438
| +21% | +$235K | 0.04% | 123 |
|
|
2020
Q4 | $1.09M | Buy |
16,160
+13,784
| +580% | +$931K | 0.04% | 121 |
|
|
2020
Q3 | $148K | Buy |
+2,376
| New | +$148K | 0.01% | 134 |
|