Cullinan Associates’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 | – | Sell |
-2,000
| Closed | -$206K | – | 216 |
|
|
2025
Q1 | $206K | Buy |
+2,000
| New | +$206K | 0.01% | 214 |
|
|
2024
Q4 | – | Sell |
-2,000
| Closed | -$211K | – | 231 |
|
|
2024
Q3 | $211K | Buy |
+2,000
| New | +$211K | 0.01% | 226 |
|
|
2024
Q1 | – | Sell |
-2,550
| Closed | -$228K | – | 253 |
|
|
2023
Q4 | $228K | Sell |
2,550
-51
| -2% | -$4.56K | 0.01% | 223 |
|
|
2023
Q3 | $209K | Buy |
2,601
+100
| +4% | +$8.03K | 0.01% | 235 |
|
|
2023
Q2 | $223K | Buy |
2,501
+50
| +2% | +$4.45K | 0.01% | 240 |
|
|
2023
Q1 | $207K | Sell |
2,451
-1,552
| -39% | -$131K | 0.01% | 238 |
|
|
2022
Q4 | $313K | Buy |
+4,003
| New | +$313K | 0.02% | 241 |
|
|
2022
Q3 | – | Sell |
-3,463
| Closed | -$245K | – | 239 |
|
|
2022
Q2 | $245K | Sell |
3,463
-8,100
| -70% | -$573K | 0.02% | 212 |
|
|
2022
Q1 | $890K | Sell |
11,563
-200
| -2% | -$15.4K | 0.05% | 150 |
|
|
2021
Q4 | $1.02M | Sell |
11,763
-100
| -0.8% | -$8.71K | 0.05% | 142 |
|
|
2021
Q3 | $976K | Sell |
11,863
-9,665
| -45% | -$795K | 0.05% | 146 |
|
|
2021
Q2 | $1.76M | Sell |
21,528
-49
| -0.2% | -$4.01K | 0.1% | 122 |
|
|
2021
Q1 | $1.48M | Sell |
21,577
-390
| -2% | -$26.7K | 0.09% | 119 |
|
|
2020
Q4 | $1.48M | Buy |
21,967
+750
| +4% | +$50.7K | 0.09% | 118 |
|
|
2020
Q3 | $1.32M | Sell |
21,217
-1,265
| -6% | -$78.9K | 0.09% | 116 |
|
|
2020
Q2 | $1.28M | Buy |
+22,482
| New | +$1.28M | 0.09% | 116 |
|