Liontrust Investment 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 | – | Sell |
-24,159
| Closed | -$2.49M | – | 216 |
|
|
2025
Q1 | $2.49M | Sell |
24,159
-859
| -3% | -$88.6K | 0.04% | 143 |
|
|
2024
Q4 | $2.32M | Hold |
25,018
| – | – | 0.03% | 141 |
|
|
2024
Q3 | $2.41M | Hold |
25,018
| – | – | 0.03% | 139 |
|
|
2024
Q2 | $2.41M | Hold |
25,018
| – | – | 0.03% | 139 |
|
|
2024
Q1 | $2.48M | Sell |
25,018
-791
| -3% | -$78.5K | 0.03% | 143 |
|
|
2023
Q4 | $2.31M | Buy |
25,809
+6,279
| +32% | +$562K | 0.03% | 141 |
|
|
2023
Q3 | $1.57M | Buy |
+19,530
| New | +$1.57M | 0.03% | 150 |
|
|
2023
Q1 | – | Sell |
-100,000
| Closed | -$7.83M | – | 222 |
|
|
2022
Q4 | $7.83M | Sell |
100,000
-5,000
| -5% | -$392K | 0.14% | 72 |
|
|
2022
Q3 | $6.7M | Sell |
105,000
-55,000
| -34% | -$3.51M | 0.11% | 109 |
|
|
2022
Q2 | $11.3M | Sell |
160,000
-10,000
| -6% | -$707K | 0.16% | 83 |
|
|
2022
Q1 | $13.1M | Buy |
170,000
+10,000
| +6% | +$770K | 0.17% | 64 |
|
|
2021
Q4 | $13.9M | Buy |
+160,000
| New | +$13.9M | 0.17% | 66 |
|