Morgan Stanley’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33B | Buy |
13,477,240
+583,875
| +5% | +$57.8M | 0.09% | 207 |
|
|
2025
Q1 | $1.33B | Buy |
12,893,365
+966,988
| +8% | +$99.8M | 0.1% | 189 |
|
|
2024
Q4 | $1.1B | Buy |
11,926,377
+138,659
| +1% | +$12.8M | 0.08% | 224 |
|
|
2024
Q3 | $1.23B | Sell |
11,787,718
-651,067
| -5% | -$67.7M | 0.09% | 204 |
|
|
2024
Q2 | $1.2B | Sell |
12,438,785
-534,036
| -4% | -$51.4M | 0.09% | 194 |
|
|
2024
Q1 | $1.29B | Sell |
12,972,821
-12,501,903
| -49% | -$1.24B | 0.1% | 189 |
|
|
2023
Q4 | $2.28B | Buy |
25,474,724
+12,562,070
| +97% | +$1.12B | 0.1% | 191 |
|
|
2023
Q3 | $1.04B | Sell |
12,912,654
-195,005
| -1% | -$15.7M | 0.11% | 182 |
|
|
2023
Q2 | $1.17B | Sell |
13,107,659
-194,855
| -1% | -$17.3M | 0.12% | 170 |
|
|
2023
Q1 | $1.12B | Buy |
13,302,514
+91,817
| +0.7% | +$7.75M | 0.12% | 164 |
|
|
2022
Q4 | $1.03B | Buy |
13,210,697
+681,992
| +5% | +$53.4M | 0.12% | 173 |
|
|
2022
Q3 | $799M | Sell |
12,528,705
-442,721
| -3% | -$28.2M | 0.11% | 192 |
|
|
2022
Q2 | $917M | Buy |
12,971,426
+1,449,548
| +13% | +$102M | 0.12% | 175 |
|
|
2022
Q1 | $887M | Buy |
11,521,878
+9,546,640
| +483% | +$735M | 0.12% | 181 |
|
|
2021
Q4 | $172M | Sell |
1,975,238
-739,154
| -27% | -$64.4M | 0.02% | 623 |
|
|
2021
Q3 | $223M | Buy |
2,714,392
+134,679
| +5% | +$11.1M | 0.03% | 493 |
|
|
2021
Q2 | $211M | Buy |
2,579,713
+195,439
| +8% | +$16M | 0.03% | 527 |
|
|
2021
Q1 | $163M | Sell |
2,384,274
-1,276,440
| -35% | -$87.4M | 0.02% | 556 |
|
|
2020
Q4 | $247M | Buy |
3,660,714
+1,972,801
| +117% | +$133M | 0.04% | 404 |
|
|
2020
Q3 | $105M | Sell |
1,687,913
-248,650
| -13% | -$15.5M | 0.02% | 578 |
|
|
2020
Q2 | $110M | Buy |
1,936,563
+1,875,243
| +3,058% | +$107M | 0.02% | 511 |
|
|
2020
Q1 | $3.07M | Buy |
+61,320
| New | +$3.07M | ﹤0.01% | 2944 |
|