MAI Capital Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.08M | Sell |
52,877
-5,277
| -9% | -$462K | 0.02% | 451 |
|
|
2025
Q4 | $5.08M | Sell |
58,154
-2,469
| -4% | -$221K | 0.03% | 395 |
|
|
2025
Q3 | $5.54M | Sell |
60,623
-935
| -2% | -$84.9K | 0.03% | 341 |
|
|
2025
Q2 | $6.1M | Sell |
61,558
-61,004
| -50% | -$5.89M | 0.04% | 307 |
|
|
2025
Q1 | $12.6M | Sell |
122,562
-2,251
| -2% | -$220K | 0.1% | 186 |
|
|
2024
Q4 | $11.6M | Buy |
124,813
+2,936
| +2% | +$294K | 0.09% | 198 |
|
|
2024
Q3 | $12.7M | Sell |
121,877
-2,445
| -2% | -$233K | 0.12% | 134 |
|
|
2024
Q2 | $12M | Sell |
124,322
-3,429
| -3% | -$330K | 0.12% | 137 |
|
|
2024
Q1 | $12.7M | Buy |
127,751
+2,142
| +2% | +$198K | 0.13% | 130 |
|
|
2023
Q4 | $11.2M | Sell |
125,609
-2,568
| -2% | -$214K | 0.15% | 127 |
|
|
2023
Q3 | $10.3M | Sell |
128,177
-6,127
| -5% | -$524K | 0.15% | 127 |
|
|
2023
Q2 | $12M | Sell |
134,304
-70,588
| -34% | -$5.95M | 0.18% | 114 |
|
|
2023
Q1 | $17.3M | Sell |
204,892
-2,862
| -1% | -$237K | 0.28% | 84 |
|
|
2022
Q4 | $16.3M | Sell |
207,754
-4,861
| -2% | -$359K | 0.27% | 83 |
|
|
2022
Q3 | $13.6M | Sell |
212,615
-504
| -0.2% | -$36.9K | 0.26% | 92 |
|
|
2022
Q2 | $15.1M | Sell |
213,119
-4,872
| -2% | -$359K | 0.29% | 83 |
|
|
2022
Q1 | $16.8M | Sell |
217,991
-38,027
| -15% | -$3.04M | 0.29% | 85 |
|
|
2021
Q4 | $22.3M | Buy |
256,018
+8,042
| +3% | +$673K | 0.36% | 71 |
|
|
2021
Q3 | $20.4M | Buy |
247,976
+14,604
| +6% | +$1.28M | 0.4% | 70 |
|
|
2021
Q2 | $19.1M | Buy |
233,372
+16,314
| +8% | +$1.26M | 0.38% | 68 |
|
|
2021
Q1 | $14.9M | Buy |
217,058
+53,646
| +33% | +$3.51M | 0.34% | 78 |
|
|
2020
Q4 | $11M | Buy |
163,412
+52,366
| +47% | +$3.4M | 0.28% | 87 |
|
|
2020
Q3 | $6.93M | Buy |
111,046
+75,343
| +211% | +$4.61M | 0.2% | 100 |
|
|
2020
Q2 | $2.03M | Buy |
+35,703
| New | +$1.85M | 0.06% | 166 |
|
Other funds holding OTIS
VCM
VPM
