Prelude Capital Management’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,182	Closed	-$227K	–	1476
2024 Q3	$227K	Buy	+2,182	New	+$208K	0.02%	1005
2024 Q1	–	Sell	-5,986	Closed	-$536K	–	1501
2023 Q4	$536K	Sell	5,986 -337	-5%	-$28K	0.05%	486
2023 Q3	$508K	Buy	6,323 +2,744	+77%	+$235K	0.05%	473
2023 Q2	$319K	Sell	3,579 -853	-19%	-$71.9K	0.03%	615
2023 Q1	$374K	Buy	+4,432	New	+$367K	0.03%	564
2022 Q4	–	Sell	-17,448	Closed	-$1.11M	–	1569
2022 Q3	$1.11M	Buy	17,448 +14,584	+509%	+$1.07M	0.06%	391
2022 Q2	$202K	Buy	+2,864	New	+$211K	0.01%	1288
2021 Q4	–	Sell	-8,233	Closed	-$677K	–	2276
2021 Q3	$677K	Buy	+8,233	New	+$724K	0.04%	744
2021 Q2	–	Sell	-18,530	Closed	-$1.27M	–	1960
2021 Q1	$1.27M	Buy	+18,530	New	+$1.21M	0.09%	520
2020 Q3	–	Sell	-580	Closed	-$33K	–	2356
2020 Q2	$33K	Buy	+580	New	+$30.1K	0.01%	1269