Eaton Vance Management’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$47.3M Buy
740,718
+3,834
+0.5% +$245K 0.07% 275
2022
Q2
$52.1M Sell
736,884
-37,073
-5% -$2.62M 0.07% 255
2022
Q1
$59.6M Buy
773,957
+153,502
+25% +$11.8M 0.07% 277
2021
Q4
$54M Sell
620,455
-1,283
-0.2% -$112K 0.07% 279
2021
Q3
$50.8M Sell
621,738
-52
-0% -$4.25K 0.07% 260
2021
Q2
$50.8M Sell
621,790
-3,204
-0.5% -$262K 0.07% 271
2021
Q1
$42.8M Sell
624,994
-29,230
-4% -$2M 0.06% 294
2020
Q4
$44.2M Sell
654,224
-6,523
-1% -$441K 0.07% 263
2020
Q3
$41.2M Sell
660,747
-18,783
-3% -$1.17M 0.08% 237
2020
Q2
$38.6M Buy
+679,530
New +$38.6M 0.08% 225