Kovitz Investment Group Partners’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	$1.21M	Buy	12,245 +1,361	+13%	+$135K	0.01%	752
2025 Q1	$1.12M	Buy	10,884 +68	+0.6%	+$7.02K	0.01%	705
2024 Q4	$1M	Sell	10,816 -17,298	-62%	-$1.6M	﹤0.01%	715
2024 Q3	$2.49M	Buy	28,114 +8,093	+40%	+$716K	0.02%	462
2024 Q2	$1.93M	Buy	+20,021	New	+$1.93M	0.02%	437