Envestnet Asset Management’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 | $40.2M | Sell |
405,849
-75,316
| -16% | -$7.46M | 0.01% | 849 |
|
|
2025
Q1 | $49.7M | Sell |
481,165
-76,921
| -14% | -$7.94M | 0.02% | 717 |
|
|
2024
Q4 | $51.7M | Buy |
558,086
+12,310
| +2% | +$1.14M | 0.02% | 704 |
|
|
2024
Q3 | $56.7M | Buy |
545,776
+38,699
| +8% | +$4.02M | 0.02% | 659 |
|
|
2024
Q2 | $48.8M | Buy |
507,077
+1,045
| +0.2% | +$101K | 0.02% | 673 |
|
|
2024
Q1 | $50.2M | Sell |
506,032
-9,452
| -2% | -$938K | 0.02% | 666 |
|
|
2023
Q4 | $46.1M | Buy |
515,484
+31,664
| +7% | +$2.83M | 0.02% | 644 |
|
|
2023
Q3 | $38.9M | Buy |
483,820
+108,578
| +29% | +$8.72M | 0.02% | 659 |
|
|
2023
Q2 | $33.4M | Buy |
375,242
+44,696
| +14% | +$3.98M | 0.01% | 668 |
|
|
2023
Q1 | $27.9M | Buy |
330,546
+30,493
| +10% | +$2.57M | 0.01% | 729 |
|
|
2022
Q4 | $23.5M | Buy |
300,053
+23,692
| +9% | +$1.86M | 0.01% | 777 |
|
|
2022
Q3 | $17.6M | Buy |
276,361
+4,816
| +2% | +$307K | 0.01% | 840 |
|
|
2022
Q2 | $19.2M | Buy |
271,545
+14,685
| +6% | +$1.04M | 0.01% | 806 |
|
|
2022
Q1 | $19.8M | Buy |
256,860
+15,599
| +6% | +$1.2M | 0.01% | 855 |
|
|
2021
Q4 | $21M | Buy |
241,261
+36,636
| +18% | +$3.19M | 0.01% | 823 |
|
|
2021
Q3 | $16.8M | Buy |
204,625
+13,464
| +7% | +$1.11M | 0.01% | 874 |
|
|
2021
Q2 | $15.6M | Buy |
191,161
+5,848
| +3% | +$478K | 0.01% | 899 |
|
|
2021
Q1 | $12.7M | Buy |
185,313
+35,311
| +24% | +$2.42M | 0.01% | 916 |
|
|
2020
Q4 | $10.1M | Sell |
150,002
-14,721
| -9% | -$994K | 0.01% | 909 |
|
|
2020
Q3 | $10.3M | Buy |
164,723
+27,390
| +20% | +$1.71M | 0.01% | 805 |
|
|
2020
Q2 | $7.81M | Buy |
+137,333
| New | +$7.81M | 0.01% | 894 |
|