Great Lakes Advisors’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 | $286K | Buy |
2,893
+165
| +6% | +$16.3K | ﹤0.01% | 709 |
|
|
2025
Q1 | $282K | Buy |
2,728
+380
| +16% | +$39.2K | ﹤0.01% | 699 |
|
|
2024
Q4 | $217K | Sell |
2,348
-104
| -4% | -$9.63K | ﹤0.01% | 774 |
|
|
2024
Q3 | $255K | Buy |
+2,452
| New | +$255K | ﹤0.01% | 769 |
|
|
2024
Q2 | – | Sell |
-2,461
| Closed | -$244K | – | 880 |
|
|
2024
Q1 | $244K | Sell |
2,461
-27
| -1% | -$2.68K | ﹤0.01% | 735 |
|
|
2023
Q4 | $223K | Sell |
2,488
-186
| -7% | -$16.6K | ﹤0.01% | 726 |
|
|
2023
Q3 | $215K | Buy |
2,674
+16
| +0.6% | +$1.29K | ﹤0.01% | 714 |
|
|
2023
Q2 | $237K | Buy |
+2,658
| New | +$237K | ﹤0.01% | 691 |
|