Eventide 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 | $958K | Buy |
9,801
+4,424
| +82% | +$432K | 0.02% | 190 |
|
|
2025
Q1 | $549K | Buy |
+5,377
| New | +$549K | 0.01% | 189 |
|
|
2024
Q4 | – | Sell |
-33,664
| Closed | -$3.5M | – | 218 |
|
|
2024
Q3 | $3.5M | Buy |
33,664
+3,187
| +10% | +$331K | 0.06% | 146 |
|
|
2024
Q2 | $2.93M | Buy |
30,477
+20,288
| +199% | +$1.95M | 0.05% | 142 |
|
|
2024
Q1 | $1.01M | Buy |
+10,189
| New | +$1.01M | 0.02% | 152 |
|