SIM
Sentry Investment Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Hold |
4,172
| – | – | 0.23% | 91 |
|
|
2025
Q1 | $384K | Sell |
4,172
-1,246
| -23% | -$115K | 0.26% | 81 |
|
|
2024
Q4 | $502K | Sell |
5,418
-882
| -14% | -$81.7K | 0.24% | 91 |
|
|
2024
Q3 | $655K | Buy |
6,300
+187
| +3% | +$19.4K | 0.28% | 75 |
|
|
2024
Q2 | $588K | Sell |
6,113
-1,252
| -17% | -$120K | 0.26% | 85 |
|
|
2024
Q1 | $731K | Hold |
7,365
| – | – | 0.28% | 76 |
|
|
2023
Q4 | $659K | Buy |
7,365
+4,976
| +208% | +$445K | 0.28% | 81 |
|
|
2023
Q3 | $192K | Sell |
2,389
-268
| -10% | -$21.5K | 0.09% | 227 |
|
|
2023
Q2 | $236K | Hold |
2,657
| – | – | 0.09% | 237 |
|
|
2023
Q1 | $224K | Sell |
2,657
-2,825
| -52% | -$238K | 0.09% | 234 |
|
|
2022
Q4 | $429K | Buy |
5,482
+2,583
| +89% | +$202K | 0.19% | 137 |
|
|
2022
Q3 | $185K | Hold |
2,899
| – | – | 0.09% | 242 |
|
|
2022
Q2 | $205K | Sell |
2,899
-137
| -5% | -$9.69K | 0.09% | 225 |
|
|
2022
Q1 | $234K | Sell |
3,036
-511
| -14% | -$39.4K | 0.07% | 266 |
|
|
2021
Q4 | $309K | Sell |
3,547
-338
| -9% | -$29.4K | 0.08% | 252 |
|
|
2021
Q3 | $320K | Sell |
3,885
-568
| -13% | -$46.8K | 0.09% | 227 |
|
|
2021
Q2 | $364K | Hold |
4,453
| – | – | 0.09% | 222 |
|
|
2021
Q1 | $305K | Sell |
4,453
-21,489
| -83% | -$1.47M | 0.08% | 247 |
|
|
2020
Q4 | $1.75M | Hold |
25,942
| – | – | 0.09% | 227 |
|
|
2020
Q3 | $1.62M | Buy |
+25,942
| New | +$1.62M | 0.09% | 207 |
|