Mackenzie Financial’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 | $17.6M | Sell |
177,495
-2,590
| -1% | -$256K | 0.02% | 391 |
|
|
2025
Q1 | $18.6M | Buy |
180,085
+3,634
| +2% | +$375K | 0.03% | 357 |
|
|
2024
Q4 | $16.3M | Buy |
176,451
+301
| +0.2% | +$27.9K | 0.02% | 385 |
|
|
2024
Q3 | $18.3M | Buy |
176,150
+122,651
| +229% | +$12.7M | 0.03% | 358 |
|
|
2024
Q2 | $5.15M | Buy |
53,499
+19,760
| +59% | +$1.9M | 0.01% | 542 |
|
|
2024
Q1 | $3.35M | Buy |
33,739
+1,500
| +5% | +$149K | ﹤0.01% | 628 |
|
|
2023
Q4 | $2.88M | Sell |
32,239
-2,965
| -8% | -$265K | ﹤0.01% | 663 |
|
|
2023
Q3 | $2.8M | Buy |
35,204
+1,000
| +3% | +$79.4K | ﹤0.01% | 646 |
|
|
2023
Q2 | $3.03M | Sell |
34,204
-3,105
| -8% | -$275K | ﹤0.01% | 654 |
|
|
2023
Q1 | $3.15M | Sell |
37,309
-1,010
| -3% | -$85.2K | ﹤0.01% | 642 |
|
|
2022
Q4 | $3M | Buy |
38,319
+6,110
| +19% | +$478K | 0.01% | 596 |
|
|
2022
Q3 | $2.06M | Buy |
32,209
+804
| +3% | +$51.3K | ﹤0.01% | 687 |
|
|
2022
Q2 | $2.22M | Buy |
31,405
+3,426
| +12% | +$242K | ﹤0.01% | 703 |
|
|
2022
Q1 | $2.15M | Sell |
27,979
-501
| -2% | -$38.6K | ﹤0.01% | 740 |
|
|
2021
Q4 | $2.48M | Sell |
28,480
-937
| -3% | -$81.6K | ﹤0.01% | 727 |
|
|
2021
Q3 | $2.42M | Buy |
29,417
+7,693
| +35% | +$633K | ﹤0.01% | 722 |
|
|
2021
Q2 | $1.78M | Buy |
21,724
+5,196
| +31% | +$425K | ﹤0.01% | 737 |
|
|
2021
Q1 | $1.13M | Buy |
16,528
+6,555
| +66% | +$449K | ﹤0.01% | 794 |
|
|
2020
Q4 | $674K | Sell |
9,973
-384,416
| -97% | -$26M | ﹤0.01% | 776 |
|
|
2020
Q3 | $24.6M | Sell |
394,389
-9,828
| -2% | -$613K | 0.06% | 217 |
|
|
2020
Q2 | $23M | Buy |
+404,217
| New | +$23M | 0.06% | 217 |
|