Federated Hermes’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 | $6.81M | Sell |
68,797
-53,626
| -44% | -$5.31M | 0.01% | 653 |
|
2025
Q1 | $12.6M | Sell |
122,423
-180,616
| -60% | -$18.6M | 0.03% | 504 |
|
2024
Q4 | $28.1M | Sell |
303,039
-23,369
| -7% | -$2.16M | 0.06% | 340 |
|
2024
Q3 | $33.9M | Sell |
326,408
-146,616
| -31% | -$15.2M | 0.07% | 312 |
|
2024
Q2 | $45.5M | Buy |
473,024
+116,646
| +33% | +$11.2M | 0.11% | 236 |
|
2024
Q1 | $35.4M | Buy |
356,378
+240,602
| +208% | +$23.9M | 0.08% | 287 |
|
2023
Q4 | $10.4M | Buy |
115,776
+7,557
| +7% | +$676K | 0.03% | 551 |
|
2023
Q3 | $8.69M | Buy |
108,219
+103,473
| +2,180% | +$8.31M | 0.02% | 570 |
|
2023
Q2 | $422K | Sell |
4,746
-2,456
| -34% | -$219K | ﹤0.01% | 1422 |
|
2023
Q1 | $608K | Buy |
7,202
+2,060
| +40% | +$174K | ﹤0.01% | 1346 |
|
2022
Q4 | $403K | Sell |
5,142
-3,267
| -39% | -$256K | ﹤0.01% | 1417 |
|
2022
Q3 | $537K | Sell |
8,409
-1,775
| -17% | -$113K | ﹤0.01% | 1318 |
|
2022
Q2 | $719K | Sell |
10,184
-580,276
| -98% | -$41M | ﹤0.01% | 1262 |
|
2022
Q1 | $45.4M | Sell |
590,460
-207,595
| -26% | -$16M | 0.1% | 248 |
|
2021
Q4 | $69.5M | Sell |
798,055
-173,264
| -18% | -$15.1M | 0.13% | 206 |
|
2021
Q3 | $79.9M | Sell |
971,319
-34,332
| -3% | -$2.82M | 0.15% | 188 |
|
2021
Q2 | $82.2M | Sell |
1,005,651
-131,966
| -12% | -$10.8M | 0.15% | 182 |
|
2021
Q1 | $77.9M | Buy |
1,137,617
+65,641
| +6% | +$4.49M | 0.15% | 181 |
|
2020
Q4 | $72.4M | Buy |
1,071,976
+187,001
| +21% | +$12.6M | 0.15% | 174 |
|
2020
Q3 | $55.2M | Buy |
884,975
+780,906
| +750% | +$48.7M | 0.13% | 188 |
|
2020
Q2 | $5.92M | Buy |
+104,069
| New | +$5.92M | 0.01% | 670 |
|