Scharf Investments’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,379
| Closed | -$440K | – | 49 |
|
|
2021
Q2 | $440K | Sell |
5,379
-433,316
| -99% | -$35.4M | 0.01% | 49 |
|
|
2021
Q1 | $30M | Sell |
438,695
-59,226
| -12% | -$4.05M | 1.04% | 24 |
|
|
2020
Q4 | $33.6M | Sell |
497,921
-74,712
| -13% | -$5.05M | 1.27% | 23 |
|
|
2020
Q3 | $35.7M | Sell |
572,633
-150,851
| -21% | -$9.42M | 1.54% | 23 |
|
|
2020
Q2 | $41.1M | Buy |
+723,484
| New | +$41.1M | 1.84% | 22 |
|