Los Angeles 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 | $34.5M | Sell |
348,545
-16,311
| -4% | -$1.62M | 0.13% | 130 |
|
|
2025
Q1 | $37.7M | Sell |
364,856
-50,282
| -12% | -$5.19M | 0.17% | 109 |
|
|
2024
Q4 | $38.4M | Sell |
415,138
-487,376
| -54% | -$45.1M | 0.16% | 124 |
|
|
2024
Q3 | $93.8M | Sell |
902,514
-1,255,848
| -58% | -$131M | 0.38% | 62 |
|
|
2024
Q2 | $208M | Sell |
2,158,362
-169,169
| -7% | -$16.3M | 0.74% | 26 |
|
|
2024
Q1 | $231M | Sell |
2,327,531
-25,199
| -1% | -$2.5M | 0.79% | 23 |
|
|
2023
Q4 | $210M | Sell |
2,352,730
-132,262
| -5% | -$11.8M | 0.79% | 24 |
|
|
2023
Q3 | $200M | Sell |
2,484,992
-4,066
| -0.2% | -$327K | 0.85% | 22 |
|
|
2023
Q2 | $222M | Buy |
2,489,058
+69,358
| +3% | +$6.17M | 0.89% | 22 |
|
|
2023
Q1 | $204M | Buy |
2,419,700
+575,863
| +31% | +$48.6M | 0.91% | 23 |
|
|
2022
Q4 | $144M | Buy |
1,843,837
+89,034
| +5% | +$6.97M | 0.7% | 32 |
|
|
2022
Q3 | $112M | Sell |
1,754,803
-347,793
| -17% | -$22.2M | 0.58% | 41 |
|
|
2022
Q2 | $149M | Sell |
2,102,596
-167,724
| -7% | -$11.9M | 0.73% | 27 |
|
|
2022
Q1 | $175M | Sell |
2,270,320
-5,703
| -0.3% | -$439K | 0.69% | 31 |
|
|
2021
Q4 | $198M | Sell |
2,276,023
-709,106
| -24% | -$61.7M | 0.74% | 26 |
|
|
2021
Q3 | $246M | Buy |
2,985,129
+18,947
| +0.6% | +$1.56M | 1.12% | 11 |
|
|
2021
Q2 | $243M | Buy |
2,966,182
+569,101
| +24% | +$46.5M | 1.07% | 9 |
|
|
2021
Q1 | $164M | Sell |
2,397,081
-779,216
| -25% | -$53.3M | 0.74% | 17 |
|
|
2020
Q4 | $215M | Buy |
3,176,297
+141,056
| +5% | +$9.53M | 0.92% | 17 |
|
|
2020
Q3 | $189M | Buy |
3,035,241
+2,887,540
| +1,955% | +$180M | 0.87% | 17 |
|
|
2020
Q2 | $8.4M | Buy |
+147,701
| New | +$8.4M | 0.04% | 313 |
|