Cullinan Associates’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	–	Sell	-2,000	Closed	-$206K	–	216
2025 Q1	$206K	Buy	+2,000	New	+$195K	0.01%	214
2024 Q4	–	Sell	-2,000	Closed	-$211K	–	231
2024 Q3	$211K	Buy	+2,000	New	+$191K	0.01%	226
2024 Q1	–	Sell	-2,550	Closed	-$228K	–	253
2023 Q4	$228K	Sell	2,550 -51	-2%	-$4.24K	0.01%	223
2023 Q3	$209K	Buy	2,601 +100	+4%	+$8.55K	0.01%	235
2023 Q2	$223K	Buy	2,501 +50	+2%	+$4.21K	0.01%	240
2023 Q1	$207K	Sell	2,451 -1,552	-39%	-$128K	0.01%	238
2022 Q4	$313K	Buy	+4,003	New	+$296K	0.02%	241
2022 Q3	–	Sell	-3,463	Closed	-$245K	–	239
2022 Q2	$245K	Sell	3,463 -8,100	-70%	-$597K	0.02%	212
2022 Q1	$890K	Sell	11,563 -200	-2%	-$16K	0.05%	150
2021 Q4	$1.02M	Sell	11,763 -100	-0.8%	-$8.37K	0.05%	142
2021 Q3	$976K	Sell	11,863 -9,665	-45%	-$850K	0.05%	146
2021 Q2	$1.76M	Sell	21,528 -49	-0.2%	-$3.77K	0.1%	122
2021 Q1	$1.48M	Sell	21,577 -390	-2%	-$25.5K	0.09%	119
2020 Q4	$1.48M	Buy	21,967 +750	+4%	+$48.7K	0.09%	118
2020 Q3	$1.32M	Sell	21,217 -1,265	-6%	-$77.4K	0.09%	116
2020 Q2	$1.28M	Buy	+22,482	New	+$1.16M	0.09%	116