Mercer Global Advisors’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.62M Buy
2025
Q2
$4.45M Buy
2025
Q1
$4.62M Sell
2024
Q4
$4.3M Sell
2024
Q3
$5.08M Buy
2024
Q2
$4.36M Buy
2024
Q1
$4.41M Sell
2023
Q4
$4.18M Buy
2023
Q3
$3M Sell
2023
Q2
$3.63M Buy
2023
Q1
$3.42M Buy
2022
Q4
$3.03M Buy
2022
Q3
$2.44M Sell
2022
Q2
$2.94M Buy
2022
Q1
$3.03M Buy
2021
Q4
$2.42M Sell
2021
Q3
$2.59M Buy
2021
Q2
$1.95M Buy
2021
Q1
$1.51M Buy
2020
Q4
$903K Buy
2020
Q3
$441K Sell
2020
Q2
$577K Buy