Nissay Asset 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
$4.88M Buy
49,286
+741
+2% +$73.4K 0.03% 326
2025
Q1
$5.01M Buy
48,545
+486
+1% +$50.2K 0.03% 318
2024
Q4
$4.49M Sell
48,059
-77
-0.2% -$7.2K 0.03% 331
2024
Q3
$5M Sell
48,136
-4,460
-8% -$464K 0.03% 316
2024
Q2
$5.06M Buy
52,596
+843
+2% +$81.1K 0.03% 300
2024
Q1
$5.14M Sell
51,753
-273,175
-84% -$27.1M 0.04% 303
2023
Q4
$29.1M Buy
324,928
+39,154
+14% +$3.5M 0.23% 68
2023
Q3
$23M Sell
285,774
-466,148
-62% -$37.4M 0.2% 70
2023
Q2
$66.9M Sell
751,922
-34,637
-4% -$3.08M 0.58% 31
2023
Q1
$66.4M Sell
786,559
-53,199
-6% -$4.49M 0.59% 30
2022
Q4
$65.8M Buy
839,758
+374,328
+80% +$29.3M 0.63% 26
2022
Q3
$29.7M Sell
465,430
-453,015
-49% -$28.9M 0.31% 60
2022
Q2
$64.9M Buy
918,445
+289,950
+46% +$20.5M 0.65% 29
2022
Q1
$48.4M Sell
628,495
-148,576
-19% -$11.4M 0.42% 43
2021
Q4
$67.7M Sell
777,071
-7,623
-1% -$664K 0.52% 35
2021
Q3
$64.6M Sell
784,694
-6,430
-0.8% -$529K 0.55% 31
2021
Q2
$64.7M Buy
791,124
+298,960
+61% +$24.4M 0.57% 28
2021
Q1
$33.7M Buy
492,164
+440,878
+860% +$30.2M 0.33% 48
2020
Q4
$3.46M Buy
51,286
+187
+0.4% +$12.6K 0.05% 278
2020
Q3
$3.19M Sell
51,099
-5,892
-10% -$368K 0.05% 257
2020
Q2
$3.24M Buy
+56,991
New +$3.24M 0.06% 273