Guinness Asset Management’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$181M	Buy	2,346,092 +227,151	+11%	+$19.9M	3.12%	20
2025 Q4	$186M	Buy	2,118,941 +206,786	+11%	+$18.5M	3.02%	20
2025 Q3	$175M	Sell	1,912,155 -12,845	-0.7%	-$1.17M	2.78%	20
2025 Q2	$191M	Buy	1,925,000 +28,083	+1%	+$2.71M	3.41%	17
2025 Q1	$196M	Sell	1,896,917 -50,839	-3%	-$4.97M	3.72%	15
2024 Q4	$180M	Buy	1,947,756 +96,950	+5%	+$9.72M	3.39%	18
2024 Q3	$192M	Buy	1,850,806 +81,045	+5%	+$7.72M	3.64%	18
2024 Q2	$170M	Buy	1,769,761 +6,362	+0.4%	+$613K	3.51%	18
2024 Q1	$175M	Sell	1,763,399 -24,448	-1%	-$2.26M	3.64%	10
2023 Q4	$160M	Buy	1,787,847 +1,421	+0.1%	+$118K	3.5%	14
2023 Q3	$143M	Buy	1,786,426 +48,370	+3%	+$4.14M	3.3%	14
2023 Q2	$155M	Buy	1,738,056 +140,956	+9%	+$11.9M	3.59%	10
2023 Q1	$135M	Buy	1,597,100 +156,905	+11%	+$13M	3.42%	11
2022 Q4	$113M	Buy	1,440,195 +162,506	+13%	+$12M	3.17%	16
2022 Q3	$81.5M	Buy	1,277,689 +268,869	+27%	+$19.7M	2.78%	17
2022 Q2	$71.3M	Buy	1,008,820 +93,218	+10%	+$6.87M	2.81%	15
2022 Q1	$70.5M	Buy	915,602 +34,369	+4%	+$2.75M	2.62%	14
2021 Q4	$76.7M	Buy	881,233 +132,481	+18%	+$11.1M	3%	11
2021 Q3	$71.4M	Buy	748,752 +82	+0%	+$7.21K	3.38%	5
2021 Q2	$61.2M	Buy	748,670 +1,940	+0.3%	+$149K	3.37%	4
2021 Q1	$51.1M	Sell	746,730 -9,100	-1%	-$595K	3.22%	11
2020 Q4	$51.1M	Buy	755,830 +162,100	+27%	+$10.5M	3.7%	10
2020 Q3	$37.1M	Hold	593,730	–	–	3.88%	10
2020 Q2	$33.8M	Buy	+593,730	New	+$30.8M	3.99%	11