Hartford Funds Management’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 | $1.79M | Buy |
18,090
+3,369
| +23% | +$334K | 0.15% | 23 |
|
|
2025
Q1 | $1.52M | Sell |
14,721
-153
| -1% | -$15.8K | 0.14% | 26 |
|
|
2024
Q4 | $1.38M | Buy |
14,874
+59
| +0.4% | +$5.46K | 0.13% | 25 |
|
|
2024
Q3 | $1.54M | Buy |
14,815
+330
| +2% | +$34.3K | 0.14% | 16 |
|
|
2024
Q2 | $1.39M | Buy |
14,485
+1,470
| +11% | +$142K | 0.13% | 17 |
|
|
2024
Q1 | $1.29M | Buy |
13,015
+1,604
| +14% | +$159K | 0.12% | 18 |
|
|
2023
Q4 | $1.02M | Buy |
11,411
+3,342
| +41% | +$299K | 0.1% | 21 |
|
|
2023
Q3 | $648K | Buy |
8,069
+677
| +9% | +$54.4K | 0.07% | 26 |
|
|
2023
Q2 | $658K | Buy |
7,392
+803
| +12% | +$71.5K | 0.07% | 21 |
|
|
2023
Q1 | $556K | Buy |
6,589
+1,278
| +24% | +$108K | 0.06% | 22 |
|
|
2022
Q4 | $416K | Buy |
+5,311
| New | +$416K | 0.04% | 30 |
|