Sumitomo Mitsui Trust Group’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
Q2 | $92.7M | Buy |
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|
2025
Q1 | $95.6M | Sell |
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|
2024
Q4 | $86.9M | Buy |
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|
2024
Q3 | $96.5M | Sell |
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|
2024
Q2 | $89.7M | Sell |
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|
2024
Q1 | $100M | Buy |
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|
2023
Q4 | $89.5M | Sell |
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|
2023
Q3 | $81.8M | Sell |
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|
2023
Q2 | $93.1M | Sell |
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|
2023
Q1 | $106M | Buy |
|
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|
2022
Q4 | $95M | Sell |
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|
2022
Q3 | $82.5M | Sell |
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|
2022
Q2 | $91.9M | Sell |
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|
2022
Q1 | $120M | Sell |
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|
2021
Q4 | $149M | Sell |
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|
2021
Q3 | $158M | Buy |
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|
2021
Q2 | $151M | Buy |
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|
2021
Q1 | $122M | Buy |
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|
2020
Q4 | $111M | Sell |
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|
2020
Q3 | $160M | Buy |
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|
2020
Q2 | $135M | Buy |
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