Rockefeller Capital Management’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 | $14.8M | Buy |
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|
2025
Q2 | $13M | Buy |
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|
2025
Q1 | $4M | Sell |
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|
2024
Q4 | $3.63M | Sell |
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|
2024
Q3 | $4.28M | Sell |
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|
2024
Q2 | $4.46M | Sell |
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|
2024
Q1 | $4.67M | Buy |
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|
2023
Q4 | $2.77M | Buy |
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|
2023
Q3 | $2.48M | Buy |
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|
2023
Q2 | $1.51M | Sell |
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|
2023
Q1 | $2.56M | Sell |
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|
2022
Q4 | $2.56M | Sell |
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|
2022
Q3 | $2.13M | Sell |
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|
2022
Q2 | $5.38M | Buy |
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|
2022
Q1 | $5.51M | Sell |
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|
2021
Q4 | $7.64M | Sell |
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|
2021
Q3 | $8.99M | Buy |
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|
2021
Q2 | $8.51M | Buy |
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|
2021
Q1 | $1.61M | Buy |
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|
2020
Q4 | $1.55M | Sell |
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|
2020
Q3 | $1.45M | Sell |
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|
2020
Q2 | $1.72M | Buy |
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