First Manhattan’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 | $3.95M | Sell |
39,896
-653
| -2% | -$64.7K | 0.01% | 254 |
|
|
2025
Q1 | $4.18M | Sell |
40,549
-1,237
| -3% | -$128K | 0.01% | 229 |
|
|
2024
Q4 | $3.87M | Sell |
41,786
-3,720
| -8% | -$345K | 0.01% | 236 |
|
|
2024
Q3 | $4.73M | Sell |
45,506
-1,371
| -3% | -$143K | 0.01% | 219 |
|
|
2024
Q2 | $4.51M | Sell |
46,877
-3,522
| -7% | -$339K | 0.01% | 218 |
|
|
2024
Q1 | $5M | Sell |
50,399
-7,052
| -12% | -$700K | 0.02% | 209 |
|
|
2023
Q4 | $5.14M | Sell |
57,451
-10,941
| -16% | -$979K | 0.02% | 214 |
|
|
2023
Q3 | $5.49M | Sell |
68,392
-16,968
| -20% | -$1.36M | 0.02% | 201 |
|
|
2023
Q2 | $7.6M | Sell |
85,360
-4,361
| -5% | -$388K | 0.03% | 169 |
|
|
2023
Q1 | $7.57M | Sell |
89,721
-2,187
| -2% | -$185K | 0.03% | 174 |
|
|
2022
Q4 | $7.2M | Sell |
91,908
-3,290
| -3% | -$258K | 0.03% | 186 |
|
|
2022
Q3 | $6.07M | Sell |
95,198
-3,525
| -4% | -$225K | 0.03% | 196 |
|
|
2022
Q2 | $6.98M | Sell |
98,723
-9,289
| -9% | -$656K | 0.03% | 189 |
|
|
2022
Q1 | $8.31M | Buy |
108,012
+6,919
| +7% | +$532K | 0.03% | 191 |
|
|
2021
Q4 | $8.8M | Sell |
101,093
-3,022
| -3% | -$263K | 0.03% | 181 |
|
|
2021
Q3 | $8.57M | Sell |
104,115
-4,769
| -4% | -$392K | 0.03% | 170 |
|
|
2021
Q2 | $8.9M | Sell |
108,884
-2,076
| -2% | -$170K | 0.03% | 172 |
|
|
2021
Q1 | $7.6M | Sell |
110,960
-4,059
| -4% | -$278K | 0.03% | 187 |
|
|
2020
Q4 | $7.77M | Buy |
115,019
+10,192
| +10% | +$688K | 0.04% | 180 |
|
|
2020
Q3 | $6.54M | Sell |
104,827
-28,653
| -21% | -$1.79M | 0.03% | 190 |
|
|
2020
Q2 | $7.59M | Buy |
+133,480
| New | +$7.59M | 0.04% | 170 |
|