Rockefeller 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
Q2 | $13M | Buy |
131,567
+92,770
| +239% | +$9.19M | 0.03% | 529 |
|
|
2025
Q1 | $4M | Sell |
38,797
-382
| -1% | -$39.4K | 0.01% | 811 |
|
|
2024
Q4 | $3.63M | Sell |
39,179
-2,011
| -5% | -$186K | 0.01% | 818 |
|
|
2024
Q3 | $4.28M | Sell |
41,190
-5,122
| -11% | -$532K | 0.01% | 759 |
|
|
2024
Q2 | $4.46M | Sell |
46,312
-759
| -2% | -$73.1K | 0.01% | 721 |
|
|
2024
Q1 | $4.67M | Buy |
47,071
+16,133
| +52% | +$1.6M | 0.01% | 714 |
|
|
2023
Q4 | $2.77M | Buy |
30,938
+91
| +0.3% | +$8.14K | 0.01% | 813 |
|
|
2023
Q3 | $2.48M | Buy |
30,847
+11,209
| +57% | +$901K | 0.01% | 770 |
|
|
2023
Q2 | $1.51M | Sell |
19,638
-10,722
| -35% | -$825K | 0.01% | 943 |
|
|
2023
Q1 | $2.56M | Sell |
30,360
-2,332
| -7% | -$197K | 0.01% | 737 |
|
|
2022
Q4 | $2.56M | Sell |
32,692
-779
| -2% | -$61K | 0.01% | 672 |
|
|
2022
Q3 | $2.13M | Sell |
33,471
-42,734
| -56% | -$2.72M | 0.01% | 744 |
|
|
2022
Q2 | $5.38M | Buy |
76,205
+4,532
| +6% | +$320K | 0.03% | 501 |
|
|
2022
Q1 | $5.51M | Sell |
71,673
-16,085
| -18% | -$1.24M | 0.03% | 525 |
|
|
2021
Q4 | $7.64M | Sell |
87,758
-21,537
| -20% | -$1.87M | 0.04% | 412 |
|
|
2021
Q3 | $8.99M | Buy |
109,295
+5,202
| +5% | +$428K | 0.05% | 335 |
|
|
2021
Q2 | $8.51M | Buy |
104,093
+80,559
| +342% | +$6.59M | 0.05% | 330 |
|
|
2021
Q1 | $1.61M | Buy |
23,534
+621
| +3% | +$42.5K | 0.01% | 646 |
|
|
2020
Q4 | $1.55M | Sell |
22,913
-283
| -1% | -$19.1K | 0.01% | 583 |
|
|
2020
Q3 | $1.45M | Sell |
23,196
-7,032
| -23% | -$438K | 0.01% | 504 |
|
|
2020
Q2 | $1.72M | Buy |
+30,228
| New | +$1.72M | 0.02% | 429 |
|