Gabelli Funds’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 | $446K | Hold |
4,500
| – | – | ﹤0.01% | 1034 |
|
2025
Q1 | $464K | Hold |
4,500
| – | – | ﹤0.01% | 910 |
|
2024
Q4 | $417K | Hold |
4,500
| – | – | ﹤0.01% | 925 |
|
2024
Q3 | $468K | Hold |
4,500
| – | – | ﹤0.01% | 906 |
|
2024
Q2 | $433K | Sell |
4,500
-700
| -13% | -$67.4K | ﹤0.01% | 908 |
|
2024
Q1 | $516K | Sell |
5,200
-800
| -13% | -$79.4K | ﹤0.01% | 891 |
|
2023
Q4 | $537K | Sell |
6,000
-3,200
| -35% | -$286K | ﹤0.01% | 885 |
|
2023
Q3 | $739K | Sell |
9,200
-3,600
| -28% | -$289K | 0.01% | 848 |
|
2023
Q2 | $1.14M | Sell |
12,800
-2,150
| -14% | -$191K | 0.01% | 770 |
|
2023
Q1 | $1.26M | Sell |
14,950
-1,600
| -10% | -$135K | 0.01% | 753 |
|
2022
Q4 | $1.3M | Sell |
16,550
-450
| -3% | -$35.2K | 0.01% | 752 |
|
2022
Q3 | $1.09M | Sell |
17,000
-500
| -3% | -$31.9K | 0.01% | 805 |
|
2022
Q2 | $1.24M | Hold |
17,500
| – | – | 0.01% | 791 |
|
2022
Q1 | $1.35M | Sell |
17,500
-2,000
| -10% | -$154K | 0.01% | 813 |
|
2021
Q4 | $1.7M | Sell |
19,500
-1,500
| -7% | -$131K | 0.01% | 766 |
|
2021
Q3 | $1.73M | Sell |
21,000
-8,500
| -29% | -$699K | 0.01% | 766 |
|
2021
Q2 | $2.41M | Buy |
29,500
+1,500
| +5% | +$123K | 0.02% | 711 |
|
2021
Q1 | $1.92M | Hold |
28,000
| – | – | 0.01% | 751 |
|
2020
Q4 | $1.89M | Sell |
28,000
-500
| -2% | -$33.8K | 0.01% | 734 |
|
2020
Q3 | $1.78M | Sell |
28,500
-3,500
| -11% | -$218K | 0.01% | 710 |
|
2020
Q2 | $1.82M | Buy |
+32,000
| New | +$1.82M | 0.01% | 680 |
|