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