Logan Capital 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 | $10K | Sell |
101
-1,002
| -91% | -$99.2K | ﹤0.01% | 343 |
|
|
2025
Q1 | $114K | Hold |
1,103
| – | – | 0.01% | 302 |
|
|
2024
Q4 | $102K | Hold |
1,103
| – | – | ﹤0.01% | 313 |
|
|
2024
Q3 | $115K | Sell |
1,103
-102
| -8% | -$10.6K | ﹤0.01% | 313 |
|
|
2024
Q2 | $116K | Hold |
1,205
| – | – | 0.01% | 305 |
|
|
2024
Q1 | $120K | Sell |
1,205
-1,050
| -47% | -$104K | 0.01% | 305 |
|
|
2023
Q4 | $202K | Hold |
2,255
| – | – | 0.01% | 290 |
|
|
2023
Q3 | $181K | Hold |
2,255
| – | – | 0.01% | 283 |
|
|
2023
Q2 | $201K | Hold |
2,255
| – | – | 0.01% | 276 |
|
|
2023
Q1 | $190K | Hold |
2,255
| – | – | 0.01% | 289 |
|
|
2022
Q4 | $177K | Hold |
2,255
| – | – | 0.01% | 296 |
|
|
2022
Q3 | $144K | Sell |
2,255
-147
| -6% | -$9.39K | 0.01% | 290 |
|
|
2022
Q2 | $170K | Sell |
2,402
-35
| -1% | -$2.48K | 0.01% | 289 |
|
|
2022
Q1 | $188K | Hold |
2,437
| – | – | 0.01% | 290 |
|
|
2021
Q4 | $212K | Hold |
2,437
| – | – | 0.01% | 290 |
|
|
2021
Q3 | $200K | Hold |
2,437
| – | – | 0.01% | 292 |
|
|
2021
Q2 | $199K | Hold |
2,437
| – | – | 0.01% | 289 |
|
|
2021
Q1 | $167K | Buy |
+2,437
| New | +$167K | 0.01% | 289 |
|