Menora Mivtachim Holdings’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
$347K Sell
3,500
-1,096,496
-100% -$109M ﹤0.01% 122
2025
Q1
$114M Sell
1,099,996
-1,339,728
-55% -$138M 0.74% 46
2024
Q4
$226M Sell
2,439,724
-551,105
-18% -$51M 1.42% 23
2024
Q3
$311M Buy
2,990,829
+528,300
+21% +$54.9M 1.96% 16
2024
Q2
$237M Buy
2,462,529
+27,331
+1% +$2.63M 1.61% 21
2024
Q1
$242M Sell
2,435,198
-25,638
-1% -$2.55M 1.81% 19
2023
Q4
$220M Buy
2,460,836
+220,500
+10% +$19.7M 1.85% 17
2023
Q3
$180M Buy
2,240,336
+33,560
+2% +$2.7M 1.63% 22
2023
Q2
$196M Sell
2,206,776
-4,000
-0.2% -$356K 1.82% 20
2023
Q1
$187M Sell
2,210,776
-13,400
-0.6% -$1.13M 1.93% 16
2022
Q4
$174M Buy
2,224,176
+56,775
+3% +$4.45M 2.93% 10
2022
Q3
$138M Buy
2,167,401
+393,101
+22% +$25.1M 2.61% 12
2022
Q2
$125M Buy
1,774,300
+6,000
+0.3% +$424K 2.28% 13
2022
Q1
$136M Buy
1,768,300
+244,300
+16% +$18.8M 1.97% 18
2021
Q4
$133M Sell
1,524,000
-455,000
-23% -$39.6M 1.8% 23
2021
Q3
$163M Sell
1,979,000
-1,500
-0.1% -$123K 2.38% 16
2021
Q2
$162M Hold
1,980,500
2.33% 16
2021
Q1
$136M Buy
1,980,500
+467,000
+31% +$32M 2.22% 18
2020
Q4
$102M Sell
1,513,500
-3,000
-0.2% -$203K 1.79% 24
2020
Q3
$94.7M Buy
1,516,500
+505,000
+50% +$31.5M 2.11% 20
2020
Q2
$57.5M Buy
+1,011,500
New +$57.5M 1.41% 34