SQA
OTIS icon

Simon Quick Advisors’s Otis Worldwide OTIS Stock Holding History

Simon Quick Advisors’s Portfolio OTIS Stock Details OTIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$418K Sell
4,226
-69
-2% -$6.83K 0.02% 495
2025
Q1 		$443K Buy
+4,295
New +$443K 0.03% 325
2020
Q4 		– Sell
-42
Closed -$3K – 523
2020
Q3 		$3K Buy
+42
New +$3K ﹤0.01% 394