Ostrum 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 | $631K | Sell |
6,372
-183
| -3% | -$18.1K | 0.03% | 377 |
|
|
2025
Q1 | $676K | Sell |
6,555
-174
| -3% | -$18K | 0.04% | 366 |
|
|
2024
Q4 | $623K | Buy |
6,729
+3,164
| +89% | +$293K | 0.05% | 373 |
|
|
2024
Q3 | $371K | Buy |
3,565
+44
| +1% | +$4.57K | 0.03% | 426 |
|
|
2024
Q2 | $339K | Sell |
3,521
-3,377
| -49% | -$325K | 0.03% | 434 |
|
|
2024
Q1 | $685K | Hold |
6,898
| – | – | 0.05% | 402 |
|
|
2023
Q4 | $617K | Sell |
6,898
-8,128
| -54% | -$727K | 0.05% | 386 |
|
|
2023
Q3 | $1.21M | Buy |
15,026
+5,655
| +60% | +$454K | 0.11% | 273 |
|
|
2023
Q2 | $834K | Buy |
9,371
+8
| +0.1% | +$712 | 0.07% | 355 |
|
|
2023
Q1 | $790K | Buy |
+9,363
| New | +$790K | 0.07% | 361 |
|