Everence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Hold |
16,780
| – | – | 0.11% | 163 |
|
|
2025
Q1 | $1.73M | Hold |
16,780
| – | – | 0.12% | 156 |
|
|
2024
Q4 | $1.55M | Sell |
16,780
-3,700
| -18% | -$343K | 0.1% | 165 |
|
|
2024
Q3 | $2.13M | Sell |
20,480
-4,950
| -19% | -$515K | 0.13% | 133 |
|
|
2024
Q2 | $2.32K | Hold |
25,430
| – | – | 0.16% | 115 |
|
|
2024
Q1 | $2.52K | Hold |
25,430
| – | – | 0.17% | 115 |
|
|
2023
Q4 | $2.28M | Hold |
25,430
| – | – | 0.16% | 115 |
|
|
2023
Q3 | $2.04K | Hold |
25,430
| – | – | 0.16% | 117 |
|
|
2023
Q2 | $2.02M | Hold |
25,430
| – | – | 0.16% | 114 |
|
|
2023
Q1 | $2.15K | Hold |
25,430
| – | – | 0.18% | 113 |
|
|
2022
Q4 | $1.99K | Buy |
25,430
+6,540
| +35% | +$512 | 0.17% | 114 |
|
|
2022
Q3 | $1.21M | Buy |
18,890
+4,950
| +36% | +$316K | 0.11% | 161 |
|
|
2022
Q2 | $985K | Buy |
13,940
+4,680
| +51% | +$331K | 0.09% | 187 |
|
|
2022
Q1 | $713K | Hold |
9,260
| – | – | 0.05% | 283 |
|
|
2021
Q4 | $806K | Sell |
9,260
-1,530
| -14% | -$133K | 0.06% | 269 |
|
|
2021
Q3 | $888K | Hold |
10,790
| – | – | 0.07% | 223 |
|
|
2021
Q2 | $882K | Hold |
10,790
| – | – | 0.07% | 228 |
|
|
2021
Q1 | $739K | Hold |
10,790
| – | – | 0.07% | 239 |
|
|
2020
Q4 | $729K | Hold |
10,790
| – | – | 0.07% | 233 |
|
|
2020
Q3 | $674K | Buy |
+10,790
| New | +$674K | 0.07% | 215 |
|