EFG Asset Management (Americas)’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 | $4.84M | Buy |
48,837
+4,432
| +10% | +$439K | 0.89% | 37 |
|
|
2025
Q1 | $4.58M | Sell |
44,405
-1,124
| -2% | -$116K | 0.93% | 38 |
|
|
2024
Q4 | $4.22M | Sell |
45,529
-27,175
| -37% | -$2.52M | 0.82% | 38 |
|
|
2024
Q3 | $7.56M | Sell |
72,704
-4,954
| -6% | -$515K | 1.48% | 22 |
|
|
2024
Q2 | $7.48M | Buy |
77,658
+22,285
| +40% | +$2.15M | 1.46% | 21 |
|
|
2024
Q1 | $5.5M | Sell |
55,373
-22,624
| -29% | -$2.25M | 1.67% | 16 |
|
|
2023
Q4 | $6.98M | Sell |
77,997
-3,131
| -4% | -$280K | 1.51% | 17 |
|
|
2023
Q3 | $6.52M | Buy |
81,128
+446
| +0.6% | +$35.8K | 1.56% | 15 |
|
|
2023
Q2 | $7.18M | Sell |
80,682
-4,016
| -5% | -$357K | 1.66% | 16 |
|
|
2023
Q1 | $7.15M | Buy |
84,698
+14,283
| +20% | +$1.21M | 1.71% | 13 |
|
|
2022
Q4 | $5.51M | Sell |
70,415
-17,803
| -20% | -$1.39M | 1.36% | 27 |
|
|
2022
Q3 | $5.65M | Sell |
88,218
-4,678
| -5% | -$299K | 1.43% | 25 |
|
|
2022
Q2 | $6.58M | Sell |
92,896
-2,492
| -3% | -$177K | 1.55% | 24 |
|
|
2022
Q1 | $7.36M | Sell |
95,388
-35,215
| -27% | -$2.72M | 1.36% | 26 |
|
|
2021
Q4 | $11.4M | Sell |
130,603
-1,631
| -1% | -$142K | 1.92% | 17 |
|
|
2021
Q3 | $10.9M | Buy |
132,234
+21,787
| +20% | +$1.8M | 1.94% | 16 |
|
|
2021
Q2 | $9.05M | Buy |
110,447
+2,025
| +2% | +$166K | 1.68% | 18 |
|
|
2021
Q1 | $7.44M | Buy |
108,422
+3,523
| +3% | +$242K | 1.52% | 24 |
|
|
2020
Q4 | $7.09M | Buy |
104,899
+4,950
| +5% | +$335K | 1.45% | 22 |
|
|
2020
Q3 | $6.24M | Buy |
99,949
+85,927
| +613% | +$5.36M | 1.4% | 25 |
|
|
2020
Q2 | $797K | Buy |
+14,022
| New | +$797K | 0.21% | 94 |
|