Sit Investment Associates’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Sell |
7,720
-695
| -8% | -$68.8K | 0.02% | 389 |
|
|
2025
Q1 | $868K | Hold |
8,415
| – | – | 0.02% | 377 |
|
|
2024
Q4 | $779K | Hold |
8,415
| – | – | 0.02% | 398 |
|
|
2024
Q3 | $875K | Hold |
8,415
| – | – | 0.02% | 392 |
|
|
2024
Q2 | $810K | Hold |
8,415
| – | – | 0.02% | 374 |
|
|
2024
Q1 | $835K | Hold |
8,415
| – | – | 0.02% | 369 |
|
|
2023
Q4 | $753K | Sell |
8,415
-90
| -1% | -$8.05K | 0.02% | 381 |
|
|
2023
Q3 | $683K | Hold |
8,505
| – | – | 0.02% | 370 |
|
|
2023
Q2 | $757K | Hold |
8,505
| – | – | 0.02% | 380 |
|
|
2023
Q1 | $718K | Hold |
8,505
| – | – | 0.02% | 380 |
|
|
2022
Q4 | $666K | Sell |
8,505
-275
| -3% | -$21.5K | 0.02% | 379 |
|
|
2022
Q3 | $560K | Hold |
8,780
| – | – | 0.02% | 377 |
|
|
2022
Q2 | $620K | Sell |
8,780
-1,675
| -16% | -$118K | 0.02% | 369 |
|
|
2022
Q1 | $805K | Hold |
10,455
| – | – | 0.02% | 370 |
|
|
2021
Q4 | $910K | Sell |
10,455
-5,400
| -34% | -$470K | 0.02% | 376 |
|
|
2021
Q3 | $1.31M | Hold |
15,855
| – | – | 0.03% | 340 |
|
|
2021
Q2 | $1.3M | Hold |
15,855
| – | – | 0.03% | 342 |
|
|
2021
Q1 | $1.09M | Hold |
15,855
| – | – | 0.03% | 352 |
|
|
2020
Q4 | $1.07M | Sell |
15,855
-19,525
| -55% | -$1.32M | 0.03% | 351 |
|
|
2020
Q3 | $2.21M | Hold |
35,380
| – | – | 0.06% | 272 |
|
|
2020
Q2 | $2.01M | Buy |
+35,380
| New | +$2.01M | 0.06% | 273 |
|