Schroder Investment Management Group’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 | $237M | Buy |
2,393,032
+100,193
| +4% | +$9.92M | 0.2% | 102 |
|
|
2025
Q1 | $234M | Sell |
2,292,839
-110,040
| -5% | -$11.2M | 0.24% | 96 |
|
|
2024
Q4 | $222M | Buy |
2,402,879
+155,670
| +7% | +$14.4M | 0.21% | 93 |
|
|
2024
Q3 | $235M | Sell |
2,247,209
-411,757
| -15% | -$43M | 0.24% | 92 |
|
|
2024
Q2 | $256M | Buy |
2,658,966
+348,864
| +15% | +$33.6M | 0.28% | 71 |
|
|
2024
Q1 | $229M | Buy |
2,310,102
+919,714
| +66% | +$91.3M | 0.27% | 79 |
|
|
2023
Q4 | $124M | Sell |
1,390,388
-523,686
| -27% | -$46.9M | 0.16% | 117 |
|
|
2023
Q3 | $154M | Sell |
1,914,074
-7,969
| -0.4% | -$640K | 0.23% | 87 |
|
|
2023
Q2 | $171M | Sell |
1,922,043
-277,208
| -13% | -$24.7M | 0.25% | 80 |
|
|
2023
Q1 | $186M | Buy |
2,199,251
+834,260
| +61% | +$70.4M | 0.28% | 78 |
|
|
2022
Q4 | $107M | Sell |
1,364,991
-367,329
| -21% | -$28.8M | 0.17% | 131 |
|
|
2022
Q3 | $111M | Buy |
1,732,320
+31,638
| +2% | +$2.02M | 0.18% | 122 |
|
|
2022
Q2 | $119M | Sell |
1,700,682
-236,945
| -12% | -$16.5M | 0.18% | 123 |
|
|
2022
Q1 | $151M | Sell |
1,937,627
-455,651
| -19% | -$35.4M | 0.2% | 110 |
|
|
2021
Q4 | $208M | Buy |
2,393,278
+263,610
| +12% | +$23M | 0.27% | 78 |
|
|
2021
Q3 | $175M | Buy |
2,129,668
+347,047
| +19% | +$28.6M | 0.27% | 80 |
|
|
2021
Q2 | $146M | Buy |
1,782,621
+1,024,302
| +135% | +$83.8M | 0.18% | 107 |
|
|
2021
Q1 | $51.9M | Sell |
758,319
-1,025,371
| -57% | -$70.2M | 0.07% | 299 |
|
|
2020
Q4 | $120M | Sell |
1,783,690
-729,976
| -29% | -$49.3M | 0.17% | 110 |
|
|
2020
Q3 | $159M | Buy |
2,513,666
+310,481
| +14% | +$19.6M | 0.25% | 84 |
|
|
2020
Q2 | $125M | Buy |
2,203,185
+2,201,815
| +160,716% | +$125M | 0.23% | 95 |
|
|
2020
Q1 | $69K | Buy |
+1,370
| New | +$69K | ﹤0.01% | 1207 |
|