Erste 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 | $13.1M | Buy |
134,013
+46,384
| +53% | +$4.55M | 0.11% | 169 |
|
|
2025
Q1 | $8.97M | Buy |
+87,629
| New | +$8.97M | 0.12% | 169 |
|
|
2024
Q1 | – | Sell |
-2,701
| Closed | -$242K | – | 782 |
|
|
2023
Q4 | $242K | Sell |
2,701
-50,160
| -95% | -$4.5M | ﹤0.01% | 476 |
|
|
2023
Q3 | $4.25M | Buy |
52,861
+3,398
| +7% | +$273K | 0.07% | 217 |
|
|
2023
Q2 | $4.38M | Buy |
49,463
+4,054
| +9% | +$359K | 0.08% | 226 |
|
|
2023
Q1 | $3.77M | Sell |
45,409
-155
| -0.3% | -$12.9K | 0.07% | 242 |
|
|
2022
Q4 | $3.6M | Buy |
45,564
+1,167
| +3% | +$92.3K | 0.08% | 235 |
|
|
2022
Q3 | $2.86M | Buy |
44,397
+1,618
| +4% | +$104K | 0.06% | 250 |
|
|
2022
Q2 | $2.99M | Sell |
42,779
-2,752
| -6% | -$192K | 0.07% | 252 |
|
|
2022
Q1 | $3.54M | Sell |
45,531
-5,489
| -11% | -$427K | 0.07% | 250 |
|
|
2021
Q4 | $4.43M | Sell |
51,020
-160
| -0.3% | -$13.9K | 0.08% | 210 |
|
|
2021
Q3 | $4.26M | Sell |
51,180
-2,120
| -4% | -$177K | 0.08% | 215 |
|
|
2021
Q2 | $4.37M | Buy |
53,300
+18,300
| +52% | +$1.5M | 0.09% | 220 |
|
|
2021
Q1 | $2.44M | Buy |
+35,000
| New | +$2.44M | 0.06% | 249 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 767 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 710 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 717 |
|