Lombard Odier Asset Management (Switzerland)’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,464
| Closed | -$1.15M | – | 279 |
|
|
2024
Q4 | $1.15M | Buy |
12,464
+2,224
| +22% | +$206K | 0.09% | 198 |
|
|
2024
Q3 | $1.06M | Buy |
+10,240
| New | +$1.06M | 0.09% | 188 |
|
|
2024
Q2 | – | Sell |
-12,502
| Closed | -$1.24M | – | 312 |
|
|
2024
Q1 | $1.24M | Buy |
12,502
+2,412
| +24% | +$239K | 0.09% | 205 |
|
|
2023
Q4 | $903K | Buy |
+10,090
| New | +$903K | 0.12% | 132 |
|
|
2023
Q2 | – | Sell |
-11,309
| Closed | -$954K | – | 315 |
|
|
2023
Q1 | $954K | Buy |
11,309
+6,450
| +133% | +$544K | 0.08% | 204 |
|
|
2022
Q4 | $381K | Buy |
+4,859
| New | +$381K | 0.03% | 298 |
|
|
2022
Q3 | – | Sell |
-3,282
| Closed | -$232K | – | 330 |
|
|
2022
Q2 | $232K | Buy |
+3,282
| New | +$232K | 0.02% | 297 |
|
|
2022
Q1 | – | Sell |
-8,103
| Closed | -$706K | – | 329 |
|
|
2021
Q4 | $706K | Buy |
+8,103
| New | +$706K | 0.05% | 182 |
|
|
2021
Q3 | – | Sell |
-8,378
| Closed | -$685K | – | 399 |
|
|
2021
Q2 | $685K | Buy |
8,378
+5,280
| +170% | +$432K | 0.03% | 265 |
|
|
2021
Q1 | $212K | Buy |
+3,098
| New | +$212K | 0.01% | 375 |
|
|
2020
Q4 | – | Sell |
-5,683
| Closed | -$355K | – | 288 |
|
|
2020
Q3 | $355K | Buy |
+5,683
| New | +$355K | 0.04% | 274 |
|