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Gateway Investment Advisers’s Otis Worldwide OTIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.02M Sell
50,670
-2
-0% -$198 0.05% 195
2025
Q1
$5.23M Buy
50,672
+221
+0.4% +$22.8K 0.06% 193
2024
Q4
$4.67M Sell
50,451
-3,959
-7% -$367K 0.05% 195
2024
Q3
$5.66M Sell
54,410
-129
-0.2% -$13.4K 0.06% 190
2024
Q2
$5.25M Sell
54,539
-142
-0.3% -$13.7K 0.06% 192
2024
Q1
$5.43M Sell
54,681
-12,635
-19% -$1.25M 0.06% 204
2023
Q4
$6.02M Sell
67,316
-16,734
-20% -$1.5M 0.07% 195
2023
Q3
$6.75M Sell
84,050
-6,856
-8% -$551K 0.08% 181
2023
Q2
$8.09M Buy
90,906
+6,261
+7% +$557K 0.1% 169
2023
Q1
$7.14M Buy
84,645
+35,325
+72% +$2.98M 0.09% 183
2022
Q4
$3.86M Buy
49,320
+1,098
+2% +$86K 0.05% 243
2022
Q3
$3.08M Sell
48,222
-188
-0.4% -$12K 0.04% 267
2022
Q2
$3.42M Buy
48,410
+1,965
+4% +$139K 0.04% 267
2022
Q1
$3.57M Sell
46,445
-23
-0% -$1.77K 0.04% 281
2021
Q4
$4.05M Sell
46,468
-455
-1% -$39.6K 0.04% 255
2021
Q3
$3.86M Buy
46,923
+866
+2% +$71.3K 0.04% 258
2021
Q2
$3.77M Sell
46,057
-354
-0.8% -$28.9K 0.04% 264
2021
Q1
$3.18M Buy
46,411
+187
+0.4% +$12.8K 0.03% 288
2020
Q4
$3.12M Sell
46,224
-155
-0.3% -$10.5K 0.03% 283
2020
Q3
$2.9M Sell
46,379
-158,543
-77% -$9.9M 0.03% 276
2020
Q2
$11.7M Buy
+204,922
New +$11.7M 0.14% 140