Logan Capital Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.23K | Hold |
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|
2025
Q2 | $10K | Sell |
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|
2025
Q1 | $114K | Hold |
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|
2024
Q4 | $102K | Hold |
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|
2024
Q3 | $115K | Sell |
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|
2024
Q2 | $116K | Hold |
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|
2024
Q1 | $120K | Sell |
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|
2023
Q4 | $202K | Hold |
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|
2023
Q3 | $181K | Hold |
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|
2023
Q2 | $201K | Hold |
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|
2023
Q1 | $190K | Hold |
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|
2022
Q4 | $177K | Hold |
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|
2022
Q3 | $144K | Sell |
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|
2022
Q2 | $170K | Sell |
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|
2022
Q1 | $188K | Hold |
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|
2021
Q4 | $212K | Hold |
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|
2021
Q3 | $200K | Hold |
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|
2021
Q2 | $199K | Hold |
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|
2021
Q1 | $167K | Buy |
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