Rakuten 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 Q1	$3.71M	Buy	+36,323	New	+$3.71M	0.02%	262
2024 Q3	$2.39M	Buy	22,925 +5,694	+33%	+$595K	0.01%	209
2024 Q2	$1.65M	Buy	17,231 +5,981	+53%	+$574K	0.01%	214
2024 Q1	$1.12M	Buy	11,250 +9,922	+747%	+$985K	0.01%	208
2023 Q4	$119K	Buy	+1,328	New	+$119K	﹤0.01%	158