Loomis, Sayles & Company’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 | $32.7K | Sell |
330
-58
| -15% | -$5.74K | ﹤0.01% | 658 |
|
|
2025
Q1 | $40K | Sell |
388
-209
| -35% | -$21.5K | ﹤0.01% | 653 |
|
|
2024
Q4 | $55K | Buy |
+597
| New | +$55K | ﹤0.01% | 653 |
|
|
2022
Q3 | – | Sell |
-339
| Closed | -$24K | – | 1017 |
|
|
2022
Q2 | $24K | Sell |
339
-4,508
| -93% | -$319K | ﹤0.01% | 581 |
|
|
2022
Q1 | $373K | Buy |
4,847
+2,769
| +133% | +$213K | ﹤0.01% | 506 |
|
|
2021
Q4 | $181K | Buy |
2,078
+134
| +7% | +$11.7K | ﹤0.01% | 558 |
|
|
2021
Q3 | $160K | Buy |
+1,944
| New | +$160K | ﹤0.01% | 537 |
|