Rheos Capital Works’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-242,000
| Closed | -$19M | – | 138 |
|
|
2022
Q4 | $19M | Hold |
242,000
| – | – | 1.14% | 22 |
|
|
2022
Q3 | $15.4M | Hold |
242,000
| – | – | 1.04% | 31 |
|
|
2022
Q2 | $17.1M | Hold |
242,000
| – | – | 1.28% | 20 |
|
|
2022
Q1 | $18.6M | Hold |
242,000
| – | – | 0.9% | 38 |
|
|
2021
Q4 | $21.1M | Hold |
242,000
| – | – | 0.92% | 37 |
|
|
2021
Q3 | $19.9M | Buy |
242,000
+25,000
| +12% | +$2.06M | 1.03% | 33 |
|
|
2021
Q2 | $17.7M | Buy |
217,000
+30,000
| +16% | +$2.45M | 0.9% | 36 |
|
|
2021
Q1 | $12.8M | Buy |
+187,000
| New | +$12.8M | 0.85% | 44 |
|