Credit Suisse’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $152M | Sell |
1,535,994
-432,147
| -22% | -$42.8M | 0.15% | 123 |
|
|
2023
Q4 | $176M | Sell |
1,968,141
-162,787
| -8% | -$14.6M | 0.17% | 103 |
|
|
2023
Q3 | $171M | Sell |
2,130,928
-155,717
| -7% | -$12.5M | 0.17% | 106 |
|
|
2023
Q2 | $204M | Buy |
2,286,645
+306,456
| +15% | +$27.3M | 0.2% | 94 |
|
|
2023
Q1 | $167M | Sell |
1,980,189
-41,113
| -2% | -$3.47M | 0.17% | 111 |
|
|
2022
Q4 | $158M | Sell |
2,021,302
-90,905
| -4% | -$7.12M | 0.17% | 112 |
|
|
2022
Q3 | $135M | Sell |
2,112,207
-74,547
| -3% | -$4.76M | 0.15% | 134 |
|
|
2022
Q2 | $155M | Sell |
2,186,754
-57,445
| -3% | -$4.06M | 0.16% | 117 |
|
|
2022
Q1 | $173M | Buy |
2,244,199
+220,547
| +11% | +$17M | 0.15% | 136 |
|
|
2021
Q4 | $176M | Buy |
2,023,652
+84,775
| +4% | +$7.38M | 0.09% | 152 |
|
|
2021
Q3 | $160M | Sell |
1,938,877
-54,446
| -3% | -$4.48M | 0.09% | 164 |
|
|
2021
Q2 | $164M | Sell |
1,993,323
-5,455,687
| -73% | -$448M | 0.09% | 174 |
|
|
2021
Q1 | $510M | Buy |
7,449,010
+676,280
| +10% | +$46.3M | 0.26% | 42 |
|
|
2020
Q4 | $457M | Buy |
6,772,730
+72,720
| +1% | +$4.91M | 0.22% | 54 |
|
|
2020
Q3 | $418M | Sell |
6,700,010
-3,431,001
| -34% | -$214M | 0.26% | 45 |
|
|
2020
Q2 | $576M | Buy |
+10,131,011
| New | +$576M | 0.41% | 26 |
|