Graham Capital Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,600
| Closed | -$556K | – | 1260 |
|
|
2024
Q1 | $556K | Sell |
5,600
-7,075
| -56% | -$702K | 0.01% | 574 |
|
|
2023
Q4 | $1.13M | Sell |
12,675
-5,268
| -29% | -$471K | 0.03% | 335 |
|
|
2023
Q3 | $1.44M | Buy |
+17,943
| New | +$1.44M | 0.03% | 255 |
|
|
2023
Q2 | – | Sell |
-10,442
| Closed | -$881K | – | 1208 |
|
|
2023
Q1 | $881K | Buy |
+10,442
| New | +$881K | 0.03% | 550 |
|
|
2022
Q4 | – | Sell |
-5,156
| Closed | -$328K | – | 1255 |
|
|
2022
Q3 | $328K | Buy |
+5,156
| New | +$328K | 0.01% | 868 |
|
|
2022
Q2 | – | Sell |
-6,908
| Closed | -$531K | – | 1179 |
|
|
2022
Q1 | $531K | Buy |
+6,908
| New | +$531K | 0.02% | 530 |
|