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Neo Ivy Capital Management’s Otis Worldwide OTIS Stock Holding History

Neo Ivy Capital Management’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,612
Closed -$330K – 481
2025
Q3 		$330K Buy
+3,612
New +$328K 0.08% 266
2022
Q4 		– Sell
-1,871
Closed -$119K – 498
2022
Q3 		$119K Buy
+1,871
New +$137K 0.31% 127
2021
Q4 		– Sell
-2,981
Closed -$169K – 579
2021
Q3 		$169K Buy
+2,981
New +$262K 0.19% 173
2021
Q1 		– Sell
-894
Closed -$60K – 592
2020
Q4 		$60K Buy
+894
New +$58K 0.07% 295
2020
Q3 		– Sell
-2,981
Closed -$169K – 572
2020
Q2 		$169K Buy
+2,981
New +$154K 0.19% 173

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