Royal London Asset 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 | $19.6M | Sell |
197,799
-31,400
| -14% | -$3.11M | 0.04% | 323 |
|
|
2025
Q1 | $23.7M | Buy |
229,199
+20,793
| +10% | +$2.15M | 0.06% | 275 |
|
|
2024
Q4 | $19.3M | Buy |
208,406
+7,151
| +4% | +$662K | 0.05% | 303 |
|
|
2024
Q3 | $20.9M | Buy |
201,255
+3,635
| +2% | +$378K | 0.05% | 286 |
|
|
2024
Q2 | $19M | Buy |
197,620
+14,866
| +8% | +$1.43M | 0.05% | 283 |
|
|
2024
Q1 | $18.1M | Buy |
182,754
+2,053
| +1% | +$204K | 0.05% | 292 |
|
|
2023
Q4 | $16.2M | Buy |
180,701
+2,715
| +2% | +$243K | 0.05% | 296 |
|
|
2023
Q3 | $14.3M | Buy |
177,986
+10,527
| +6% | +$846K | 0.05% | 295 |
|
|
2023
Q2 | $14.9M | Buy |
167,459
+8,779
| +6% | +$781K | 0.05% | 290 |
|
|
2023
Q1 | $13.4M | Buy |
158,680
+437
| +0.3% | +$36.9K | 0.05% | 276 |
|
|
2022
Q4 | $12.4M | Buy |
158,243
+1,272
| +0.8% | +$99.6K | 0.06% | 280 |
|
|
2022
Q3 | $10M | Hold |
156,971
| – | – | 0.05% | 307 |
|
|
2022
Q2 | $11.1M | Buy |
156,971
+1,414
| +0.9% | +$99.9K | 0.05% | 280 |
|
|
2022
Q1 | $12M | Hold |
155,557
| – | – | 0.05% | 297 |
|
|
2021
Q4 | $13.5M | Sell |
155,557
-1,292
| -0.8% | -$113K | 0.05% | 279 |
|
|
2021
Q3 | $12.9M | Buy |
156,849
+968
| +0.6% | +$79.7K | 0.05% | 281 |
|
|
2021
Q2 | $12.7M | Hold |
155,881
| – | – | 0.05% | 290 |
|
|
2021
Q1 | $10.7M | Buy |
155,881
+3,169
| +2% | +$217K | 0.05% | 300 |
|
|
2020
Q4 | $10.3M | Sell |
152,712
-3,874
| -2% | -$262K | 0.05% | 284 |
|
|
2020
Q3 | $9.77M | Sell |
156,586
-3,689
| -2% | -$230K | 0.06% | 258 |
|
|
2020
Q2 | $9.07M | Buy |
+160,275
| New | +$9.07M | 0.06% | 265 |
|