Regal Partners’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,147,136
| Closed | -$93.8M | – | 18 |
|
|
2021
Q2 | $93.8M | Sell |
1,147,136
-42,781
| -4% | -$3.5M | 7.42% | 5 |
|
|
2021
Q1 | $81.5M | Hold |
1,189,917
| – | – | 7.21% | 5 |
|
|
2020
Q4 | $80.4M | Buy |
1,189,917
+25,627
| +2% | +$1.73M | 8.3% | 5 |
|
|
2020
Q3 | $72.7M | Buy |
1,164,290
+199,413
| +21% | +$12.4M | 9.61% | 5 |
|
|
2020
Q2 | $54.9M | Buy |
+964,877
| New | +$54.9M | 6.45% | 6 |
|