Marshall Wace’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 | $282M | Buy |
2,844,524
+2,791,765
| +5,292% | +$276M | 0.32% | 43 |
|
|
2025
Q1 | $5.44M | Buy |
52,759
+48,397
| +1,110% | +$4.99M | 0.01% | 950 |
|
|
2024
Q4 | $404K | Sell |
4,362
-30,439
| -87% | -$2.82M | ﹤0.01% | 1977 |
|
|
2024
Q3 | $3.62M | Buy |
+34,801
| New | +$3.62M | ﹤0.01% | 1036 |
|
|
2024
Q2 | – | Sell |
-33,369
| Closed | -$3.31M | – | 2588 |
|
|
2024
Q1 | $3.31M | Buy |
+33,369
| New | +$3.31M | 0.01% | 1019 |
|
|
2023
Q1 | – | Sell |
-106,708
| Closed | -$8.36M | – | 2474 |
|
|
2022
Q4 | $8.36M | Buy |
+106,708
| New | +$8.36M | 0.02% | 790 |
|
|
2022
Q1 | – | Sell |
-366,725
| Closed | -$31.9M | – | 3115 |
|
|
2021
Q4 | $31.9M | Buy |
+366,725
| New | +$31.9M | 0.06% | 306 |
|
|
2021
Q2 | – | Sell |
-13,442
| Closed | -$920K | – | 2421 |
|
|
2021
Q1 | $920K | Sell |
13,442
-323,669
| -96% | -$22.2M | ﹤0.01% | 1432 |
|
|
2020
Q4 | $22.8M | Sell |
337,111
-537,634
| -61% | -$36.3M | 0.12% | 143 |
|
|
2020
Q3 | $54.6M | Buy |
874,745
+401,030
| +85% | +$25M | 0.35% | 46 |
|
|
2020
Q2 | $26.9M | Buy |
+473,715
| New | +$26.9M | 0.19% | 101 |
|