NEOS 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 | $3.32M | Buy |
33,543
+7,132
| +27% | +$706K | 0.04% | 298 |
|
|
2025
Q1 | $2.73M | Buy |
26,411
+5,010
| +23% | +$517K | 0.05% | 287 |
|
|
2024
Q4 | $1.98M | Buy |
21,401
+4,973
| +30% | +$461K | 0.05% | 297 |
|
|
2024
Q3 | $1.71M | Buy |
16,428
+1,605
| +11% | +$167K | 0.05% | 289 |
|
|
2024
Q2 | $1.43M | Buy |
14,823
+4,177
| +39% | +$402K | 0.06% | 272 |
|
|
2024
Q1 | $1.06M | Buy |
10,646
+3,717
| +54% | +$369K | 0.07% | 247 |
|
|
2023
Q4 | $620K | Buy |
6,929
+1,779
| +35% | +$159K | 0.06% | 247 |
|
|
2023
Q3 | $414K | Buy |
+5,150
| New | +$414K | 0.05% | 227 |
|