Richard Bernstein Advisors’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
Q3
$1.25M Sell
2025
Q2
$3.5M Hold
2025
Q1
$3.65M Sell
2024
Q4
$3.42M Hold
2024
Q3
$3.84M Hold
2024
Q2
$3.56M Hold
2024
Q1
$3.67M Hold
2023
Q4
$3.31M Buy
2023
Q3
$2.97M Buy