SAM
Sawgrass Asset Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-52,502
| Closed | -$5.42M | – | 186 |
|
|
2025
Q1 | $5.42M | Sell |
52,502
-28,869
| -35% | -$2.98M | 0.66% | 56 |
|
|
2024
Q4 | $7.54M | Sell |
81,371
-5,134
| -6% | -$475K | 0.83% | 43 |
|
|
2024
Q3 | $8.99M | Buy |
86,505
+25,112
| +41% | +$2.61M | 0.94% | 39 |
|
|
2024
Q2 | $5.91M | Sell |
61,393
-1,054
| -2% | -$101K | 0.64% | 52 |
|
|
2024
Q1 | $6.2M | Sell |
62,447
-2,890
| -4% | -$287K | 0.68% | 53 |
|
|
2023
Q4 | $5.85M | Sell |
65,337
-2,147
| -3% | -$192K | 0.66% | 54 |
|
|
2023
Q3 | $5.42M | Buy |
+67,484
| New | +$5.42M | 0.66% | 50 |
|
|
2020
Q3 | – | Sell |
-6,805
| Closed | -$387K | – | 160 |
|
|
2020
Q2 | $387K | Buy |
+6,805
| New | +$387K | 0.03% | 113 |
|