Echo Street Capital Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-63,178
| Closed | -$5.07M | – | 311 |
|
|
2023
Q3 | $5.07M | Buy |
63,178
+35,023
| +124% | +$2.81M | 0.05% | 73 |
|
|
2023
Q2 | $2.51M | Buy |
28,155
+21,756
| +340% | +$1.94M | 0.02% | 89 |
|
|
2023
Q1 | $540K | Buy |
+6,399
| New | +$540K | ﹤0.01% | 247 |
|
|
2022
Q4 | – | Sell |
-36,779
| Closed | -$2.35M | – | 614 |
|
|
2022
Q3 | $2.35M | Sell |
36,779
-14,031
| -28% | -$895K | 0.02% | 104 |
|
|
2022
Q2 | $3.59M | Buy |
+50,810
| New | +$3.59M | 0.03% | 106 |
|
|
2022
Q1 | – | Sell |
-19,343
| Closed | -$1.68M | – | 706 |
|
|
2021
Q4 | $1.68M | Buy |
19,343
+15,385
| +389% | +$1.34M | 0.01% | 174 |
|
|
2021
Q3 | $326K | Buy |
+3,958
| New | +$326K | ﹤0.01% | 510 |
|