Lazard Frères Gestion’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 | $90.5M | Buy |
913,753
+133,473
| +17% | +$13.2M | 1.89% | 16 |
|
|
2025
Q1 | $80.5M | Sell |
780,280
-324,489
| -29% | -$33.5M | 1.96% | 16 |
|
|
2024
Q4 | $102M | Buy |
1,104,769
+84,671
| +8% | +$7.84M | 2.05% | 15 |
|
|
2024
Q3 | $106M | Sell |
1,020,098
-18,721
| -2% | -$1.95M | 2.25% | 15 |
|
|
2024
Q2 | $97.9M | Buy |
1,038,819
+3,371
| +0.3% | +$318K | 2.26% | 15 |
|
|
2024
Q1 | $100M | Sell |
1,035,448
-18,591
| -2% | -$1.8M | 2.49% | 13 |
|
|
2023
Q4 | $91.7M | Buy |
1,054,039
+2,250
| +0.2% | +$196K | 2.64% | 13 |
|
|
2023
Q3 | $83.1M | Sell |
1,051,789
-56,098
| -5% | -$4.43M | 2.64% | 13 |
|
|
2023
Q2 | $96.1M | Sell |
1,107,887
-12,755
| -1% | -$1.11M | 2.95% | 11 |
|
|
2023
Q1 | $82.3M | Sell |
1,120,642
-60,652
| -5% | -$4.45M | 3.03% | 11 |
|
|
2022
Q4 | $90.8M | Sell |
1,181,294
-50,380
| -4% | -$3.87M | 3.29% | 12 |
|
|
2022
Q3 | $79.1M | Sell |
1,231,674
-14,583
| -1% | -$937K | 2.99% | 12 |
|
|
2022
Q2 | $86.9M | Sell |
1,246,257
-85,039
| -6% | -$5.93M | 3.12% | 11 |
|
|
2022
Q1 | $99.8M | Buy |
+1,331,296
| New | +$99.8M | 3.01% | 11 |
|
|
2021
Q4 | – | Sell |
-1,329,531
| Closed | -$110M | – | 71 |
|
|
2021
Q3 | $110M | Buy |
1,329,531
+43,699
| +3% | +$3.6M | 3.08% | 11 |
|
|
2021
Q2 | $88.7M | Sell |
1,285,832
-21,841
| -2% | -$1.51M | 2.86% | 13 |
|
|
2021
Q1 | $76.3M | Buy |
1,307,673
+149,814
| +13% | +$8.74M | 2.66% | 14 |
|
|
2020
Q4 | $78.3M | Buy |
+1,157,859
| New | +$78.3M | 2.5% | 16 |
|