Kayne Anderson Rudnick Investment Management’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 | $9.51K | Buy |
96
+4
| +4% | +$396 | ﹤0.01% | 722 |
|
|
2025
Q1 | $9.49K | Sell |
92
-47
| -34% | -$4.85K | ﹤0.01% | 690 |
|
|
2024
Q4 | $12.9K | Buy |
139
+39
| +39% | +$3.63K | ﹤0.01% | 663 |
|
|
2024
Q3 | $10.4K | Buy |
100
+6
| +6% | +$624 | ﹤0.01% | 672 |
|
|
2024
Q2 | $9.05K | Hold |
94
| – | – | ﹤0.01% | 641 |
|
|
2024
Q1 | $9.33K | Hold |
94
| – | – | ﹤0.01% | 636 |
|
|
2023
Q4 | $8.41K | Buy |
94
+7
| +8% | +$626 | ﹤0.01% | 626 |
|
|
2023
Q3 | $6.99K | Hold |
87
| – | – | ﹤0.01% | 604 |
|
|
2023
Q2 | $7.74K | Buy |
87
+8
| +10% | +$712 | ﹤0.01% | 596 |
|
|
2023
Q1 | $6.67K | Hold |
79
| – | – | ﹤0.01% | 579 |
|
|
2022
Q4 | $6.19K | Hold |
79
| – | – | ﹤0.01% | 599 |
|
|
2022
Q3 | $5K | Hold |
79
| – | – | ﹤0.01% | 584 |
|
|
2022
Q2 | $6K | Hold |
79
| – | – | ﹤0.01% | 556 |
|
|
2022
Q1 | $6K | Hold |
79
| – | – | ﹤0.01% | 556 |
|
|
2021
Q4 | $7K | Buy |
+79
| New | +$7K | ﹤0.01% | 552 |
|
|
2021
Q1 | – | Sell |
-356
| Closed | -$24K | – | 683 |
|
|
2020
Q4 | $24K | Buy |
+356
| New | +$24K | ﹤0.01% | 471 |
|