iSAM Funds (UK)’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 | $2.53M | Buy |
25,586
+9,230
| +56% | +$914K | 0.56% | 37 |
|
|
2025
Q1 | $1.69M | Buy |
16,356
+6,047
| +59% | +$624K | 0.83% | 20 |
|
|
2024
Q4 | $955K | Buy |
10,309
+5,466
| +113% | +$506K | 0.71% | 39 |
|
|
2024
Q3 | $503K | Sell |
4,843
-5,024
| -51% | -$522K | 0.29% | 135 |
|
|
2024
Q2 | $950K | Buy |
9,867
+5,150
| +109% | +$496K | 0.71% | 32 |
|
|
2024
Q1 | $468K | Sell |
4,717
-9,433
| -67% | -$936K | 0.27% | 130 |
|
|
2023
Q4 | $1.27M | Buy |
+14,150
| New | +$1.27M | 0.9% | 33 |
|
|
2023
Q3 | – | Sell |
-6,150
| Closed | -$547K | – | 312 |
|
|
2023
Q2 | $547K | Buy |
+6,150
| New | +$547K | 0.49% | 85 |
|