Cresset Asset Management’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
Q2 | $1.22M | Buy |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.53M | Sell |
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|
2024
Q3 | $3.61M | Sell |
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|
2024
Q2 | $3.55M | Buy |
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|
2024
Q1 | $2.94M | Buy |
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|
2023
Q4 | $1.98M | Buy |
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|
2023
Q3 | $1.61M | Buy |
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|
2023
Q2 | $1.59M | Buy |
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|
2023
Q1 | $588K | Sell |
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|
2022
Q4 | $3.11M | Sell |
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|
2022
Q3 | $2.83M | Sell |
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|
2022
Q2 | $3.15M | Buy |
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|
2022
Q1 | $3.27M | Sell |
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|
2021
Q4 | $3.73M | Buy |
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|
2021
Q3 | $3.43M | Buy |
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|
2021
Q2 | $3.38M | Buy |
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|
2021
Q1 | $544K | Sell |
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|
2020
Q4 | $4.86M | Sell |
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|
2020
Q3 | $4.71M | Sell |
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|
2020
Q2 | $4.3M | Buy |
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