SM
Sciencast Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.91M | Buy |
39,527
+4,606
| +13% | +$456K | 0.81% | 55 |
|
|
2025
Q1 | $3.6M | Buy |
34,921
+6,234
| +22% | +$643K | 0.83% | 16 |
|
|
2024
Q4 | $2.66M | Buy |
+28,687
| New | +$2.66M | 0.73% | 62 |
|
|
2024
Q3 | – | Sell |
-22,846
| Closed | -$2.2M | – | 327 |
|
|
2024
Q2 | $2.2M | Buy |
22,846
+12,970
| +131% | +$1.25M | 0.77% | 58 |
|
|
2024
Q1 | $980K | Buy |
+9,876
| New | +$980K | 0.6% | 65 |
|
|
2023
Q4 | – | Sell |
-6,405
| Closed | -$514K | – | 378 |
|
|
2023
Q3 | $514K | Buy |
+6,405
| New | +$514K | 0.23% | 164 |
|
|
2022
Q1 | – | Sell |
-7,200
| Closed | -$620K | – | 700 |
|
|
2021
Q4 | $620K | Buy |
+7,200
| New | +$620K | 0.11% | 252 |
|
|
2021
Q2 | – | Sell |
-24,959
| Closed | -$1.73M | – | 637 |
|
|
2021
Q1 | $1.73M | Buy |
+24,959
| New | +$1.73M | 0.35% | 84 |
|