RBA
Richard Bernstein Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Hold |
35,355
| – | – | 0.09% | 115 |
|
|
2025
Q1 | $3.65M | Sell |
35,355
-1,606
| -4% | -$166K | 0.09% | 109 |
|
|
2024
Q4 | $3.42M | Hold |
36,961
| – | – | 0.08% | 143 |
|
|
2024
Q3 | $3.84M | Hold |
36,961
| – | – | 0.08% | 120 |
|
|
2024
Q2 | $3.56M | Hold |
36,961
| – | – | 0.08% | 112 |
|
|
2024
Q1 | $3.67M | Hold |
36,961
| – | – | 0.08% | 106 |
|
|
2023
Q4 | $3.31M | Buy |
36,961
+27
| +0.1% | +$2.42K | 0.07% | 111 |
|
|
2023
Q3 | $2.97M | Buy |
+36,934
| New | +$2.97M | 0.07% | 105 |
|