J. Stern & Co’s Otis Worldwide OTIS Stock Holding History

J. Stern & Co’s Portfolio OTIS Stock Details OTIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$40.3M	Sell
2025 Q2	$44.6M	Buy
2025 Q1	$45.8M	Buy
2024 Q4	$38.4M	Buy
2024 Q3	$40.7M	Buy
2024 Q2	$36.4M	Buy
2024 Q1	$31.6M	Buy
2023 Q4	$19.9M	Buy