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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $191M | Buy |
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|
2025
Q1 | $196M | Sell |
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|
2024
Q4 | $180M | Buy |
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|
2024
Q3 | $192M | Buy |
|
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|
2024
Q2 | $170M | Buy |
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|
2024
Q1 | $175M | Sell |
|
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|
2023
Q4 | $160M | Buy |
|
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|
2023
Q3 | $143M | Buy |
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|
2023
Q2 | $155M | Buy |
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|
2023
Q1 | $135M | Buy |
|
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|
2022
Q4 | $113M | Buy |
|
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|
2022
Q3 | $81.5M | Buy |
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|
2022
Q2 | $71.3M | Buy |
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|
2022
Q1 | $70.5M | Buy |
|
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|
2021
Q4 | $76.7M | Buy |
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|
2021
Q3 | $71.4M | Buy |
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|
2021
Q2 | $61.2M | Buy |
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|
2021
Q1 | $51.1M | Sell |
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|
2020
Q4 | $51.1M | Buy |
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|
2020
Q3 | $37.1M | Hold |
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|
2020
Q2 | $33.8M | Buy |
|