Mesirow Financial Investment Management’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 | $688K | Buy |
6,947
+116
| +2% | +$11.5K | 0.01% | 309 |
|
|
2025
Q1 | $705K | Buy |
6,831
+351
| +5% | +$36.2K | 0.01% | 304 |
|
|
2024
Q4 | $600K | Buy |
6,480
+117
| +2% | +$10.8K | 0.01% | 327 |
|
|
2024
Q3 | $661K | Buy |
6,363
+227
| +4% | +$23.6K | 0.01% | 326 |
|
|
2024
Q2 | $591K | Buy |
6,136
+81
| +1% | +$7.81K | 0.01% | 310 |
|
|
2024
Q1 | $601K | Buy |
6,055
+645
| +12% | +$64K | 0.01% | 314 |
|
|
2023
Q4 | $484K | Buy |
+5,410
| New | +$484K | 0.02% | 311 |
|