Macquarie Group’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
$114M Buy
1,146,965
+88,692
+8% +$8.78M 0.14% 196
2025
Q1
$109M Buy
1,058,273
+153,868
+17% +$15.9M 0.14% 210
2024
Q4
$82.3M Buy
904,405
+51,057
+6% +$4.65M 0.1% 281
2024
Q3
$88.7M Buy
853,348
+115,747
+16% +$12M 0.1% 286
2024
Q2
$71M Sell
737,601
-11,938
-2% -$1.15M 0.08% 320
2024
Q1
$74.4M Sell
749,539
-178,458
-19% -$17.7M 0.08% 310
2023
Q4
$83M Sell
927,997
-45,264
-5% -$4.05M 0.1% 289
2023
Q3
$78.1M Buy
973,261
+90,463
+10% +$7.25M 0.1% 275
2023
Q2
$78.5M Buy
882,798
+139,970
+19% +$12.5M 0.09% 294
2023
Q1
$62.7M Buy
742,828
+29,865
+4% +$2.52M 0.07% 341
2022
Q4
$55.9M Sell
712,963
-32,871
-4% -$2.58M 0.07% 406
2022
Q3
$47.5M Sell
745,834
-11,540
-2% -$735K 0.06% 436
2022
Q2
$53.6M Buy
757,374
+689,914
+1,023% +$48.8M 0.06% 426
2022
Q1
$5.19K Buy
67,460
+206
+0.3% +$16 ﹤0.01% 1105
2021
Q4
$5.86M Sell
67,254
-2,185
-3% -$190K ﹤0.01% 1082
2021
Q3
$5.72M Sell
69,439
-1,526
-2% -$126K ﹤0.01% 1076
2021
Q2
$5.81M Buy
70,965
+23,531
+50% +$1.92M ﹤0.01% 1091
2021
Q1
$3.25M Sell
47,434
-9,825
-17% -$673K ﹤0.01% 1026
2020
Q4
$3.87M Buy
57,259
+7,389
+15% +$499K 0.01% 928
2020
Q3
$3.12M Sell
49,870
-1,756
-3% -$110K 0.01% 925
2020
Q2
$2.94M Buy
+51,626
New +$2.94M 0.01% 912