J. Safra Sarasin Holding’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	$33.6M	Buy	339,390 +8,079	+2%	+$800K	0.58%	50
2025 Q1	$34.2M	Buy	331,311 +249	+0.1%	+$25.7K	0.62%	48
2024 Q4	$30.7M	Sell	331,062 -39,156	-11%	-$3.63M	0.52%	52
2024 Q3	$38.5M	Buy	370,218 +74,822	+25%	+$7.78M	0.67%	46
2024 Q2	$28.4M	Buy	+295,396	New	+$28.4M	0.52%	57