SEI Investments’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 | $42.9M | Buy |
432,783
+227,483
| +111% | +$22.5M | 0.05% | 398 |
|
|
2025
Q1 | $21.2M | Buy |
205,300
+28,194
| +16% | +$2.91M | 0.03% | 655 |
|
|
2024
Q4 | $16.4M | Sell |
177,106
-3,902
| -2% | -$361K | 0.02% | 772 |
|
|
2024
Q3 | $18.8M | Buy |
181,008
+18,235
| +11% | +$1.9M | 0.02% | 696 |
|
|
2024
Q2 | $15.7M | Sell |
162,773
-3,634
| -2% | -$350K | 0.02% | 719 |
|
|
2024
Q1 | $16.5M | Sell |
166,407
-36,430
| -18% | -$3.62M | 0.02% | 687 |
|
|
2023
Q4 | $18.1M | Sell |
202,837
-36,916
| -15% | -$3.3M | 0.03% | 609 |
|
|
2023
Q3 | $19.3M | Sell |
239,753
-5,248
| -2% | -$421K | 0.03% | 554 |
|
|
2023
Q2 | $21.8M | Sell |
245,001
-3,232
| -1% | -$288K | 0.04% | 528 |
|
|
2023
Q1 | $21M | Buy |
248,233
+51,748
| +26% | +$4.37M | 0.04% | 516 |
|
|
2022
Q4 | $15.4M | Sell |
196,485
-82,070
| -29% | -$6.43M | 0.03% | 552 |
|
|
2022
Q3 | $17.8M | Buy |
278,555
+8,792
| +3% | +$561K | 0.04% | 501 |
|
|
2022
Q2 | $19M | Buy |
269,763
+37,469
| +16% | +$2.64M | 0.04% | 473 |
|
|
2022
Q1 | $17.9M | Sell |
232,294
-10,386
| -4% | -$799K | 0.04% | 517 |
|
|
2021
Q4 | $21.2M | Buy |
242,680
+82,007
| +51% | +$7.16M | 0.04% | 473 |
|
|
2021
Q3 | $13.2M | Sell |
160,673
-10,014
| -6% | -$821K | 0.03% | 621 |
|
|
2021
Q2 | $13.9M | Buy |
170,687
+45,997
| +37% | +$3.76M | 0.03% | 570 |
|
|
2021
Q1 | $8.5M | Sell |
124,690
-68,307
| -35% | -$4.65M | 0.02% | 744 |
|
|
2020
Q4 | $13.1M | Sell |
192,997
-17,814
| -8% | -$1.2M | 0.03% | 524 |
|
|
2020
Q3 | $13.2M | Buy |
210,811
+37,948
| +22% | +$2.37M | 0.04% | 434 |
|
|
2020
Q2 | $9.77M | Buy |
+172,863
| New | +$9.77M | 0.03% | 551 |
|