Panagora 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 | $757K | Sell |
7,647
-1,005
| -12% | -$99.5K | ﹤0.01% | 694 |
|
|
2025
Q1 | $893K | Buy |
8,652
+437
| +5% | +$45.1K | ﹤0.01% | 683 |
|
|
2024
Q4 | $761K | Buy |
8,215
+253
| +3% | +$23.4K | ﹤0.01% | 718 |
|
|
2024
Q3 | $828K | Sell |
7,962
-10
| -0.1% | -$1.04K | ﹤0.01% | 780 |
|
|
2024
Q2 | $767K | Sell |
7,972
-2,032
| -20% | -$196K | ﹤0.01% | 803 |
|
|
2024
Q1 | $993K | Sell |
10,004
-201
| -2% | -$20K | 0.01% | 802 |
|
|
2023
Q4 | $913K | Hold |
10,205
| – | – | 0.01% | 842 |
|
|
2023
Q3 | $820K | Buy |
10,205
+1,955
| +24% | +$157K | 0.01% | 838 |
|
|
2023
Q2 | $734K | Sell |
8,250
-106
| -1% | -$9.44K | ﹤0.01% | 884 |
|
|
2023
Q1 | $705K | Sell |
8,356
-12,430
| -60% | -$1.05M | ﹤0.01% | 975 |
|
|
2022
Q4 | $1.63M | Buy |
20,786
+5,186
| +33% | +$406K | 0.01% | 699 |
|
|
2022
Q3 | $995K | Hold |
15,600
| – | – | 0.01% | 861 |
|
|
2022
Q2 | $1.1M | Sell |
15,600
-8,797
| -36% | -$621K | 0.01% | 842 |
|
|
2022
Q1 | $1.88M | Buy |
24,397
+18,937
| +347% | +$1.46M | 0.01% | 698 |
|
|
2021
Q4 | $475K | Sell |
5,460
-3,686
| -40% | -$321K | ﹤0.01% | 1236 |
|
|
2021
Q3 | $753K | Sell |
9,146
-22
| -0.2% | -$1.81K | ﹤0.01% | 1102 |
|
|
2021
Q2 | $750K | Sell |
9,168
-899
| -9% | -$73.5K | ﹤0.01% | 1149 |
|
|
2021
Q1 | $689K | Sell |
10,067
-213,689
| -96% | -$14.6M | ﹤0.01% | 1179 |
|
|
2020
Q4 | $15.1M | Sell |
223,756
-7,901
| -3% | -$534K | 0.09% | 207 |
|
|
2020
Q3 | $14.5M | Sell |
231,657
-3,221
| -1% | -$201K | 0.09% | 196 |
|
|
2020
Q2 | $13.4M | Buy |
+234,878
| New | +$13.4M | 0.09% | 222 |
|