Evergreen 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
$264K Buy
2,667
+159
+6% +$15.7K 0.01% 860
2025
Q1
$259K Buy
+2,508
New +$259K 0.01% 842