Reynders McVeigh Capital 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 | – | Sell |
-2,247
| Closed | -$208K | – | 199 |
|
|
2024
Q4 | $208K | Buy |
2,247
+145
| +7% | +$13.4K | 0.01% | 194 |
|
|
2024
Q3 | $218K | Sell |
2,102
-12
| -0.6% | -$1.25K | 0.01% | 197 |
|
|
2024
Q2 | $203K | Buy |
2,114
+2
| +0.1% | +$192 | 0.01% | 196 |
|
|
2024
Q1 | $210K | Sell |
2,112
-261
| -11% | -$26K | 0.01% | 191 |
|
|
2023
Q4 | $212K | Sell |
2,373
-673
| -22% | -$60.1K | 0.01% | 187 |
|
|
2023
Q3 | $245K | Buy |
3,046
+185
| +6% | +$14.9K | 0.02% | 178 |
|
|
2023
Q2 | $255K | Buy |
2,861
+333
| +13% | +$29.7K | 0.02% | 183 |
|
|
2023
Q1 | $213K | Buy |
+2,528
| New | +$213K | 0.01% | 194 |
|
|
2022
Q3 | – | Sell |
-3,402
| Closed | -$240K | – | 214 |
|
|
2022
Q2 | $240K | Buy |
3,402
+329
| +11% | +$23.2K | 0.02% | 196 |
|
|
2022
Q1 | $236K | Sell |
3,073
-160
| -5% | -$12.3K | 0.01% | 211 |
|
|
2021
Q4 | $281K | Buy |
3,233
+243
| +8% | +$21.1K | 0.02% | 201 |
|
|
2021
Q3 | $246K | Sell |
2,990
-87
| -3% | -$7.16K | 0.02% | 206 |
|
|
2021
Q2 | $252K | Sell |
3,077
-437
| -12% | -$35.8K | 0.02% | 207 |
|
|
2021
Q1 | $241K | Sell |
3,514
-520
| -13% | -$35.7K | 0.02% | 209 |
|
|
2020
Q4 | $272K | Sell |
4,034
-598
| -13% | -$40.3K | 0.02% | 196 |
|
|
2020
Q3 | $289K | Sell |
4,632
-3,086
| -40% | -$193K | 0.02% | 187 |
|
|
2020
Q2 | $439K | Buy |
+7,718
| New | +$439K | 0.04% | 149 |
|