Mercer Global Advisors’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 | $4.45M | Buy |
44,938
+128
| +0.3% | +$12.7K | 0.01% | 573 |
|
|
2025
Q1 | $4.62M | Sell |
44,810
-1,663
| -4% | -$172K | 0.01% | 558 |
|
|
2024
Q4 | $4.3M | Sell |
46,473
-2,477
| -5% | -$229K | 0.01% | 588 |
|
|
2024
Q3 | $5.08M | Buy |
48,950
+3,518
| +8% | +$365K | 0.01% | 495 |
|
|
2024
Q2 | $4.36M | Buy |
45,432
+1,014
| +2% | +$97.3K | 0.01% | 484 |
|
|
2024
Q1 | $4.41M | Sell |
44,418
-2,292
| -5% | -$228K | 0.01% | 492 |
|
|
2023
Q4 | $4.18M | Buy |
46,710
+9,305
| +25% | +$832K | 0.01% | 519 |
|
|
2023
Q3 | $3M | Sell |
37,405
-3,369
| -8% | -$271K | 0.01% | 578 |
|
|
2023
Q2 | $3.63M | Buy |
40,774
+246
| +0.6% | +$21.9K | 0.01% | 538 |
|
|
2023
Q1 | $3.42M | Buy |
40,528
+1,779
| +5% | +$150K | 0.02% | 527 |
|
|
2022
Q4 | $3.03M | Buy |
38,749
+530
| +1% | +$41.5K | 0.02% | 567 |
|
|
2022
Q3 | $2.44M | Sell |
38,219
-3,403
| -8% | -$217K | 0.01% | 581 |
|
|
2022
Q2 | $2.94M | Buy |
41,622
+2,248
| +6% | +$159K | 0.02% | 512 |
|
|
2022
Q1 | $3.03M | Buy |
39,374
+11,580
| +42% | +$891K | 0.02% | 524 |
|
|
2021
Q4 | $2.42M | Sell |
27,794
-3,691
| -12% | -$321K | 0.01% | 555 |
|
|
2021
Q3 | $2.59M | Buy |
31,485
+7,651
| +32% | +$630K | 0.02% | 523 |
|
|
2021
Q2 | $1.95M | Buy |
23,834
+1,833
| +8% | +$150K | 0.02% | 580 |
|
|
2021
Q1 | $1.51M | Buy |
22,001
+8,639
| +65% | +$591K | 0.01% | 633 |
|
|
2020
Q4 | $903K | Buy |
13,362
+6,304
| +89% | +$426K | 0.01% | 636 |
|
|
2020
Q3 | $441K | Sell |
7,058
-3,092
| -30% | -$193K | 0.01% | 817 |
|
|
2020
Q2 | $577K | Buy |
+10,150
| New | +$577K | 0.01% | 631 |
|