Natixis 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 | $34M | Buy |
343,158
+17,283
| +5% | +$1.71M | 0.05% | 326 |
|
|
2025
Q1 | $33.6M | Buy |
325,875
+44,957
| +16% | +$4.64M | 0.06% | 303 |
|
|
2024
Q4 | $26M | Buy |
280,918
+23,869
| +9% | +$2.21M | 0.05% | 360 |
|
|
2024
Q3 | $26.7M | Sell |
257,049
-9,703
| -4% | -$1.01M | 0.05% | 341 |
|
|
2024
Q2 | $25.7M | Buy |
266,752
+50,089
| +23% | +$4.82M | 0.06% | 321 |
|
|
2024
Q1 | $21.5M | Buy |
216,663
+62,034
| +40% | +$6.16M | 0.05% | 365 |
|
|
2023
Q4 | $13.8M | Buy |
154,629
+12,083
| +8% | +$1.08M | 0.04% | 474 |
|
|
2023
Q3 | $11.4M | Sell |
142,546
-4,690
| -3% | -$377K | 0.04% | 472 |
|
|
2023
Q2 | $13.1M | Buy |
147,236
+303
| +0.2% | +$27K | 0.04% | 443 |
|
|
2023
Q1 | $12.4M | Buy |
146,933
+30,564
| +26% | +$2.58M | 0.04% | 429 |
|
|
2022
Q4 | $9.11M | Buy |
116,369
+8,292
| +8% | +$649K | 0.03% | 510 |
|
|
2022
Q3 | $6.9M | Sell |
108,077
-7,194
| -6% | -$459K | 0.03% | 534 |
|
|
2022
Q2 | $8.15M | Buy |
115,271
+46,031
| +66% | +$3.25M | 0.04% | 496 |
|
|
2022
Q1 | $5.33M | Sell |
69,240
-8,455
| -11% | -$651K | 0.02% | 662 |
|
|
2021
Q4 | $6.77M | Sell |
77,695
-615
| -0.8% | -$53.5K | 0.03% | 566 |
|
|
2021
Q3 | $6.44M | Buy |
78,310
+3,494
| +5% | +$288K | 0.03% | 555 |
|
|
2021
Q2 | $6.12M | Buy |
74,816
+11,198
| +18% | +$916K | 0.03% | 564 |
|
|
2021
Q1 | $4.35M | Sell |
63,618
-18,050
| -22% | -$1.24M | 0.02% | 639 |
|
|
2020
Q4 | $5.52M | Sell |
81,668
-4,334
| -5% | -$293K | 0.03% | 516 |
|
|
2020
Q3 | $5.37M | Sell |
86,002
-1,614
| -2% | -$101K | 0.03% | 497 |
|
|
2020
Q2 | $4.98M | Buy |
+87,616
| New | +$4.98M | 0.03% | 510 |
|