General American Investors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-159,085
| Closed | -$13.1M | – | 67 |
|
|
2021
Q3 | $13.1M | Sell |
159,085
-30,000
| -16% | -$2.47M | 1.11% | 34 |
|
|
2021
Q2 | $15.5M | Hold |
189,085
| – | – | 1.29% | 26 |
|
|
2021
Q1 | $12.9M | Buy |
189,085
+38,000
| +25% | +$2.6M | 1.21% | 30 |
|
|
2020
Q4 | $10.2M | Buy |
151,085
+42,315
| +39% | +$2.86M | 1.01% | 36 |
|
|
2020
Q3 | $6.79M | Hold |
108,770
| – | – | 0.78% | 39 |
|
|
2020
Q2 | $6.19M | Buy |
+108,770
| New | +$6.19M | 0.78% | 39 |
|