SMDAM
Sumitomo Mitsui DS Asset Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.96M | Buy |
50,066
+5,200
| +12% | +$515K | 0.04% | 308 |
|
|
2025
Q1 | $4.63M | Buy |
44,866
+701
| +2% | +$72.3K | 0.05% | 311 |
|
|
2024
Q4 | $4.09M | Buy |
44,165
+1,038
| +2% | +$96.1K | 0.04% | 325 |
|
|
2024
Q3 | $4.48M | Buy |
43,127
+191
| +0.4% | +$19.9K | 0.05% | 295 |
|
|
2024
Q2 | $4.13M | Buy |
42,936
+4,545
| +12% | +$438K | 0.05% | 291 |
|
|
2024
Q1 | $3.81M | Buy |
38,391
+97
| +0.3% | +$9.63K | 0.05% | 306 |
|
|
2023
Q4 | $3.43M | Buy |
38,294
+428
| +1% | +$38.3K | 0.04% | 337 |
|
|
2023
Q3 | $3.04M | Buy |
37,866
+3,347
| +10% | +$269K | 0.05% | 308 |
|
|
2023
Q2 | $3.07M | Buy |
34,519
+224
| +0.7% | +$19.9K | 0.05% | 303 |
|
|
2023
Q1 | $2.89M | Buy |
34,295
+284
| +0.8% | +$24K | 0.05% | 294 |
|
|
2022
Q4 | $2.66M | Buy |
34,011
+3,722
| +12% | +$291K | 0.05% | 294 |
|
|
2022
Q3 | $1.93M | Buy |
30,289
+517
| +2% | +$33K | 0.04% | 336 |
|
|
2022
Q2 | $2.1M | Buy |
29,772
+4,367
| +17% | +$309K | 0.05% | 300 |
|
|
2022
Q1 | $1.96M | Buy |
25,405
+74
| +0.3% | +$5.7K | 0.04% | 348 |
|
|
2021
Q4 | $2.21M | Buy |
25,331
+130
| +0.5% | +$11.3K | 0.05% | 345 |
|
|
2021
Q3 | $2.07M | Sell |
25,201
-228
| -0.9% | -$18.8K | 0.05% | 324 |
|
|
2021
Q2 | $2.08M | Sell |
25,429
-196
| -0.8% | -$16K | 0.05% | 319 |
|
|
2021
Q1 | $1.75M | Hold |
25,625
| – | – | 0.05% | 343 |
|
|
2020
Q4 | $1.73M | Buy |
25,625
+6
| +0% | +$405 | 0.05% | 329 |
|
|
2020
Q3 | $1.6M | Buy |
25,619
+388
| +2% | +$24.2K | 0.05% | 306 |
|
|
2020
Q2 | $1.43M | Buy |
+25,231
| New | +$1.43M | 0.05% | 308 |
|