Sit Investment Associates’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
Q3 | $702K | Sell |
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|
2025
Q2 | $764K | Sell |
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|
2025
Q1 | $868K | Hold |
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|
2024
Q4 | $779K | Hold |
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|
2024
Q3 | $875K | Hold |
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|
2024
Q2 | $810K | Hold |
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|
2024
Q1 | $835K | Hold |
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|
2023
Q4 | $753K | Sell |
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|
2023
Q3 | $683K | Hold |
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|
2023
Q2 | $757K | Hold |
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|
2023
Q1 | $718K | Hold |
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|
2022
Q4 | $666K | Sell |
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|
2022
Q3 | $560K | Hold |
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|
2022
Q2 | $620K | Sell |
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|
2022
Q1 | $805K | Hold |
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|
2021
Q4 | $910K | Sell |
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|
2021
Q3 | $1.3M | Hold |
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|
2021
Q2 | $1.3M | Hold |
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|
2021
Q1 | $1.08M | Hold |
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|
2020
Q4 | $1.07M | Sell |
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|
2020
Q3 | $2.21M | Hold |
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|
2020
Q2 | $2.01M | Buy |
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