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Sage Capital Management’s Otis Worldwide OTIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.89M Sell
19,045
-330
-2% -$32.7K 0.91% 28
2025
Q1
$2M Sell
19,375
-158
-0.8% -$16.3K 1.09% 24
2024
Q4
$1.81M Buy
19,533
+241
+1% +$22.3K 0.91% 27
2024
Q3
$2.01M Buy
+19,292
New +$2.01M 0.96% 26