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 |
|