Invesco’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 | $448M | Buy |
4,529,221
+290,621
| +7% | +$28.8M | 0.08% | 323 |
|
|
2025
Q1 | $437M | Buy |
4,238,600
+190,397
| +5% | +$19.6M | 0.08% | 310 |
|
|
2024
Q4 | $375M | Buy |
4,048,203
+302,414
| +8% | +$28M | 0.07% | 368 |
|
|
2024
Q3 | $389M | Buy |
3,745,789
+193,339
| +5% | +$20.1M | 0.08% | 335 |
|
|
2024
Q2 | $342M | Sell |
3,552,450
-85,348
| -2% | -$8.22M | 0.07% | 352 |
|
|
2024
Q1 | $361M | Sell |
3,637,798
-48,295
| -1% | -$4.79M | 0.08% | 342 |
|
|
2023
Q4 | $330M | Sell |
3,686,093
-797,439
| -18% | -$71.3M | 0.08% | 347 |
|
|
2023
Q3 | $360M | Sell |
4,483,532
-2,144,017
| -32% | -$172M | 0.1% | 268 |
|
|
2023
Q2 | $590M | Buy |
6,627,549
+131,864
| +2% | +$11.7M | 0.15% | 140 |
|
|
2023
Q1 | $548M | Sell |
6,495,685
-192,279
| -3% | -$16.2M | 0.15% | 147 |
|
|
2022
Q4 | $524M | Buy |
6,687,964
+1,543,386
| +30% | +$121M | 0.15% | 149 |
|
|
2022
Q3 | $328M | Sell |
5,144,578
-585,637
| -10% | -$37.4M | 0.11% | 242 |
|
|
2022
Q2 | $405M | Sell |
5,730,215
-24,996
| -0.4% | -$1.77M | 0.12% | 200 |
|
|
2022
Q1 | $443M | Sell |
5,755,211
-431,526
| -7% | -$33.2M | 0.11% | 219 |
|
|
2021
Q4 | $539M | Sell |
6,186,737
-5,156
| -0.1% | -$449K | 0.13% | 176 |
|
|
2021
Q3 | $509M | Buy |
6,191,893
+49,325
| +0.8% | +$4.06M | 0.13% | 182 |
|
|
2021
Q2 | $502M | Buy |
6,142,568
+1,093,261
| +22% | +$89.4M | 0.12% | 192 |
|
|
2021
Q1 | $346M | Buy |
5,049,307
+1,916,805
| +61% | +$131M | 0.09% | 267 |
|
|
2020
Q4 | $212M | Buy |
3,132,502
+1,946,016
| +164% | +$131M | 0.06% | 407 |
|
|
2020
Q3 | $74.1M | Sell |
1,186,486
-76,874
| -6% | -$4.8M | 0.03% | 759 |
|
|
2020
Q2 | $71.8M | Buy |
+1,263,360
| New | +$71.8M | 0.03% | 744 |
|