Stevens Capital Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,633
| Closed | -$522K | – | 362 |
|
|
2024
Q4 | $522K | Buy |
+5,633
| New | +$522K | 0.21% | 141 |
|
|
2024
Q1 | – | Sell |
-7,555
| Closed | -$676K | – | 335 |
|
|
2023
Q4 | $676K | Buy |
7,555
+4,435
| +142% | +$397K | 0.17% | 122 |
|
|
2023
Q3 | $251K | Buy |
+3,120
| New | +$251K | 0.07% | 203 |
|
|
2022
Q4 | – | Sell |
-7,498
| Closed | -$478K | – | 169 |
|
|
2022
Q3 | $478K | Buy |
7,498
+4,499
| +150% | +$287K | 0.31% | 62 |
|
|
2022
Q2 | $212K | Sell |
2,999
-11,871
| -80% | -$839K | 0.15% | 112 |
|
|
2022
Q1 | $1.14M | Buy |
14,870
+6,271
| +73% | +$482K | 0.25% | 100 |
|
|
2021
Q4 | $749K | Buy |
+8,599
| New | +$749K | 0.17% | 135 |
|
|
2021
Q3 | – | Sell |
-7,629
| Closed | -$624K | – | 246 |
|
|
2021
Q2 | $624K | Buy |
7,629
+2,007
| +36% | +$164K | 0.18% | 88 |
|
|
2021
Q1 | $385K | Buy |
+5,622
| New | +$385K | 0.21% | 72 |
|