FMAEN1
Fund Management at Engine No 1’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,886
| Closed | -$473K | – | 304 |
|
|
2023
Q3 | $473K | Buy |
5,886
+503
| +9% | +$40.4K | 0.07% | 252 |
|
|
2023
Q2 | $479K | Buy |
5,383
+350
| +7% | +$31.2K | 0.09% | 233 |
|
|
2023
Q1 | $425K | Buy |
5,033
+447
| +10% | +$37.7K | 0.09% | 235 |
|
|
2022
Q4 | $359K | Buy |
4,586
+546
| +14% | +$42.8K | 0.09% | 236 |
|
|
2022
Q3 | $258K | Sell |
4,040
-226
| -5% | -$14.4K | 0.08% | 265 |
|
|
2022
Q2 | $301K | Buy |
4,266
+669
| +19% | +$47.2K | 0.08% | 247 |
|
|
2022
Q1 | $277K | Buy |
+3,597
| New | +$277K | 0.07% | 271 |
|