RhumbLine Advisers’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.8M | Buy |
815,506
+43,964
| +6% | +$4.35M | 0.07% | 240 |
|
|
2025
Q1 | $79.6M | Buy |
771,542
+41,596
| +6% | +$4.29M | 0.07% | 233 |
|
|
2024
Q4 | $67.6M | Sell |
729,946
-27,649
| -4% | -$2.56M | 0.06% | 258 |
|
|
2024
Q3 | $78.7M | Sell |
757,595
-22,788
| -3% | -$2.37M | 0.07% | 227 |
|
|
2024
Q2 | $75.1M | Sell |
780,383
-20,813
| -3% | -$2M | 0.07% | 230 |
|
|
2024
Q1 | $79.5M | Sell |
801,196
-18,533
| -2% | -$1.84M | 0.08% | 227 |
|
|
2023
Q4 | $73.3M | Sell |
819,729
-13,751
| -2% | -$1.23M | 0.08% | 225 |
|
|
2023
Q3 | $66.9M | Sell |
833,480
-10,803
| -1% | -$868K | 0.08% | 229 |
|
|
2023
Q2 | $75.1M | Sell |
844,283
-15,831
| -2% | -$1.41M | 0.08% | 215 |
|
|
2023
Q1 | $72.6M | Buy |
860,114
+37,687
| +5% | +$3.18M | 0.09% | 210 |
|
|
2022
Q4 | $64.4M | Buy |
822,427
+33,676
| +4% | +$2.64M | 0.09% | 222 |
|
|
2022
Q3 | $50.3M | Buy |
788,751
+21,706
| +3% | +$1.38M | 0.08% | 245 |
|
|
2022
Q2 | $54.2M | Buy |
767,045
+63,843
| +9% | +$4.51M | 0.08% | 227 |
|
|
2022
Q1 | $54.1M | Buy |
703,202
+27,194
| +4% | +$2.09M | 0.07% | 245 |
|
|
2021
Q4 | $58.9M | Buy |
676,008
+2,829
| +0.4% | +$246K | 0.07% | 239 |
|
|
2021
Q3 | $55.4M | Sell |
673,179
-16,306
| -2% | -$1.34M | 0.08% | 226 |
|
|
2021
Q2 | $56.4M | Sell |
689,485
-19,532
| -3% | -$1.6M | 0.07% | 238 |
|
|
2021
Q1 | $48.5M | Sell |
709,017
-7,363
| -1% | -$504K | 0.07% | 257 |
|
|
2020
Q4 | $48.4M | Buy |
716,380
+14,149
| +2% | +$956K | 0.07% | 250 |
|
|
2020
Q3 | $43.8M | Buy |
702,231
+853
| +0.1% | +$53.2K | 0.07% | 249 |
|
|
2020
Q2 | $39.9M | Buy |
+701,378
| New | +$39.9M | 0.07% | 258 |
|