Silvercrest Asset Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
26,639
+376
| +1% | +$37.2K | 0.02% | 518 |
|
|
2025
Q1 | $2.71M | Buy |
26,263
+983
| +4% | +$101K | 0.02% | 498 |
|
|
2024
Q4 | $2.34M | Sell |
25,280
-50
| -0.2% | -$4.63K | 0.02% | 512 |
|
|
2024
Q3 | $2.63M | Sell |
25,330
-845
| -3% | -$87.8K | 0.02% | 462 |
|
|
2024
Q2 | $2.52M | Buy |
26,175
+1,099
| +4% | +$106K | 0.02% | 492 |
|
|
2024
Q1 | $2.49M | Buy |
25,076
+537
| +2% | +$53.3K | 0.02% | 485 |
|
|
2023
Q4 | $2.2M | Sell |
24,539
-1,607
| -6% | -$144K | 0.02% | 478 |
|
|
2023
Q3 | $2.1M | Sell |
26,146
-232
| -0.9% | -$18.6K | 0.02% | 478 |
|
|
2023
Q2 | $2.35M | Sell |
26,378
-375
| -1% | -$33.4K | 0.02% | 463 |
|
|
2023
Q1 | $2.26M | Sell |
26,753
-62
| -0.2% | -$5.23K | 0.02% | 455 |
|
|
2022
Q4 | $2.1M | Sell |
26,815
-32
| -0.1% | -$2.51K | 0.02% | 463 |
|
|
2022
Q3 | $1.71M | Sell |
26,847
-348
| -1% | -$22.2K | 0.01% | 474 |
|
|
2022
Q2 | $1.92M | Sell |
27,195
-61
| -0.2% | -$4.31K | 0.01% | 475 |
|
|
2022
Q1 | $2.1M | Sell |
27,256
-840
| -3% | -$64.6K | 0.01% | 491 |
|
|
2021
Q4 | $2.45M | Sell |
28,096
-1,128
| -4% | -$98.2K | 0.02% | 466 |
|
|
2021
Q3 | $2.41M | Sell |
29,224
-1,808
| -6% | -$149K | 0.02% | 476 |
|
|
2021
Q2 | $2.54M | Sell |
31,032
-11,962
| -28% | -$978K | 0.02% | 469 |
|
|
2021
Q1 | $2.94M | Buy |
42,994
+70
| +0.2% | +$4.79K | 0.02% | 443 |
|
|
2020
Q4 | $2.9M | Sell |
42,924
-20
| -0% | -$1.35K | 0.02% | 427 |
|
|
2020
Q3 | $2.68M | Sell |
42,944
-1,662
| -4% | -$104K | 0.02% | 425 |
|
|
2020
Q2 | $2.54M | Buy |
+44,606
| New | +$2.54M | 0.02% | 434 |
|