Ramirez Asset 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
2025
Q2
$299K Sell
2025
Q1
$317K Sell
2024
Q4
$289K Hold
2024
Q3
$324K Hold
2024
Q2
$300K Hold
2024
Q1
$310K Hold
2023
Q4
$279K Hold
2023
Q3
$251K Buy