Sentry Investment Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Hold |
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|
2025
Q1 | $384K | Sell |
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|
2024
Q4 | $502K | Sell |
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|
2024
Q3 | $655K | Buy |
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|
2024
Q2 | $588K | Sell |
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|
2024
Q1 | $731K | Hold |
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|
2023
Q4 | $659K | Buy |
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|
2023
Q3 | $192K | Sell |
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|
2023
Q2 | $236K | Hold |
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|
2023
Q1 | $224K | Sell |
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|
2022
Q4 | $429K | Buy |
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|
2022
Q3 | $185K | Hold |
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|
2022
Q2 | $205K | Sell |
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|
2022
Q1 | $234K | Sell |
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|
2021
Q4 | $309K | Sell |
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|
2021
Q3 | $320K | Sell |
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|
2021
Q2 | $364K | Hold |
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|
2021
Q1 | $305K | Sell |
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|
2020
Q4 | $1.75M | Hold |
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|
2020
Q3 | $1.62M | Buy |
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