Lombard Odier Asset Management (Europe)’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-23,142
| Closed | -$2.3M | – | 284 |
|
2024
Q1 | $2.3M | Buy |
23,142
+1,737
| +8% | +$172K | 0.14% | 146 |
|
2023
Q4 | $1.92M | Buy |
+21,405
| New | +$1.92M | 0.11% | 154 |
|
2021
Q2 | – | Sell |
-4,097
| Closed | -$280K | – | 206 |
|
2021
Q1 | $280K | Buy |
+4,097
| New | +$280K | 0.02% | 186 |
|
2020
Q4 | – | Sell |
-3,695
| Closed | -$231K | – | 331 |
|
2020
Q3 | $231K | Buy |
+3,695
| New | +$231K | 0.01% | 302 |
|