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 |
|