Everence Capital Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.53M | Hold |
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|
2025
Q2 | $1.66M | Hold |
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|
2025
Q1 | $1.73M | Hold |
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|
2024
Q4 | $1.55M | Sell |
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|
2024
Q3 | $2.13M | Sell |
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|
2024
Q2 | $2.32K | Hold |
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|
2024
Q1 | $2.52K | Hold |
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|
2023
Q4 | $2.27M | Hold |
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|
2023
Q3 | $2.04K | Hold |
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|
2023
Q2 | $2.02M | Hold |
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|
2023
Q1 | $2.15K | Hold |
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|
2022
Q4 | $1.99K | Buy |
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|
2022
Q3 | $1.21M | Buy |
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|
2022
Q2 | $985K | Buy |
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|
2022
Q1 | $713K | Hold |
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|
2021
Q4 | $806K | Sell |
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|
2021
Q3 | $888K | Hold |
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|
2021
Q2 | $882K | Hold |
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|
2021
Q1 | $739K | Hold |
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|
2020
Q4 | $729K | Hold |
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|
2020
Q3 | $674K | Buy |
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