Scopus Asset Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Hold |
0
| – | – | – | 171 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 181 |
|
|
2022
Q1 | – | Sell |
-151,411
| Closed | -$13.2M | – | 216 |
|
|
2021
Q4 | $13.2M | Sell |
151,411
-3,897
| -3% | -$339K | 0.28% | 81 |
|
|
2021
Q3 | $12.8M | Buy |
155,308
+29,900
| +24% | +$2.46M | 0.22% | 91 |
|
|
2021
Q2 | $10.3M | Sell |
125,408
-68,969
| -35% | -$5.64M | 0.13% | 128 |
|
|
2021
Q1 | $13.3M | Sell |
194,377
-26,000
| -12% | -$1.78M | 0.17% | 109 |
|
|
2020
Q4 | $14.9M | Sell |
220,377
-36,500
| -14% | -$2.47M | 0.24% | 102 |
|
|
2020
Q3 | $16M | Buy |
+256,877
| New | +$16M | 0.31% | 82 |
|