SP
Sarasin & Partners’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355M | Sell |
3,581,396
-60,804
| -2% | -$6.02M | 3.53% | 8 |
|
|
2025
Q1 | $376M | Sell |
3,642,200
-411,115
| -10% | -$42.4M | 4.08% | 7 |
|
|
2024
Q4 | $375M | Buy |
4,053,315
+229,523
| +6% | +$21.3M | 4.14% | 9 |
|
|
2024
Q3 | $397M | Sell |
3,823,792
-311,479
| -8% | -$32.4M | 3.75% | 8 |
|
|
2024
Q2 | $398M | Buy |
4,135,271
+883,659
| +27% | +$85.1M | 3.53% | 7 |
|
|
2024
Q1 | $323M | Buy |
3,251,612
+328,539
| +11% | +$32.6M | 3.18% | 12 |
|
|
2023
Q4 | $262M | Sell |
2,923,073
-23,715
| -0.8% | -$2.12M | 2.88% | 10 |
|
|
2023
Q3 | $237M | Buy |
2,946,788
+94,340
| +3% | +$7.58M | 2.96% | 10 |
|
|
2023
Q2 | $254M | Sell |
2,852,448
-3,471,476
| -55% | -$309M | 2.94% | 11 |
|
|
2023
Q1 | $534M | Buy |
6,323,924
+3,312,284
| +110% | +$279M | 2.87% | 10 |
|
|
2022
Q4 | $236M | Sell |
3,011,640
-547,146
| -15% | -$42.8M | 3.09% | 10 |
|
|
2022
Q3 | $227M | Sell |
3,558,786
-62,558
| -2% | -$3.99M | 3.15% | 9 |
|
|
2022
Q2 | $256M | Sell |
3,621,344
-83,946
| -2% | -$5.93M | 3.23% | 9 |
|
|
2022
Q1 | $285M | Buy |
3,705,290
+40,912
| +1% | +$3.15M | 2.87% | 14 |
|
|
2021
Q4 | $319M | Buy |
3,664,378
+174,885
| +5% | +$15.2M | 2.91% | 10 |
|
|
2021
Q3 | $287M | Buy |
3,489,493
+69,140
| +2% | +$5.69M | 2.9% | 11 |
|
|
2021
Q2 | $280M | Sell |
3,420,353
-308,552
| -8% | -$25.2M | 2.92% | 12 |
|
|
2021
Q1 | $255M | Buy |
3,728,905
+511,127
| +16% | +$35M | 3.01% | 12 |
|
|
2020
Q4 | $217M | Buy |
3,217,778
+282,135
| +10% | +$19.1M | 2.88% | 13 |
|
|
2020
Q3 | $183M | Buy |
2,935,643
+714,784
| +32% | +$44.6M | 2.65% | 15 |
|
|
2020
Q2 | $126M | Buy |
+2,220,859
| New | +$126M | 2.02% | 21 |
|