Jackson Square Capital’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,452
| Closed | -$420K | – | 174 |
|
|
2022
Q1 | $420K | Hold |
5,452
| – | – | 0.13% | 125 |
|
|
2021
Q4 | $475K | Hold |
5,452
| – | – | 0.14% | 138 |
|
|
2021
Q3 | $449K | Sell |
5,452
-145
| -3% | -$11.9K | 0.15% | 124 |
|
|
2021
Q2 | $458K | Buy |
+5,597
| New | +$458K | 0.15% | 119 |
|
|
2020
Q4 | – | Sell |
-676
| Closed | -$42K | – | 278 |
|
|
2020
Q3 | $42K | Buy |
+676
| New | +$42K | 0.02% | 181 |
|