Sumitomo Mitsui Trust Group’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.7M | Buy |
936,593
+10,053
| +1% | +$995K | 0.06% | 312 |
|
|
2025
Q1 | $95.6M | Sell |
926,540
-12,303
| -1% | -$1.27M | 0.07% | 284 |
|
|
2024
Q4 | $86.9M | Buy |
938,843
+9,972
| +1% | +$924K | 0.06% | 313 |
|
|
2024
Q3 | $96.5M | Sell |
928,871
-2,582
| -0.3% | -$268K | 0.07% | 291 |
|
|
2024
Q2 | $89.7M | Sell |
931,453
-77,725
| -8% | -$7.48M | 0.07% | 282 |
|
|
2024
Q1 | $100M | Buy |
1,009,178
+9,145
| +0.9% | +$908K | 0.07% | 298 |
|
|
2023
Q4 | $89.5M | Sell |
1,000,033
-19,003
| -2% | -$1.7M | 0.07% | 320 |
|
|
2023
Q3 | $81.8M | Sell |
1,019,036
-26,645
| -3% | -$2.14M | 0.07% | 319 |
|
|
2023
Q2 | $93.1M | Sell |
1,045,681
-210,188
| -17% | -$18.7M | 0.07% | 300 |
|
|
2023
Q1 | $106M | Buy |
1,255,869
+42,970
| +4% | +$3.63M | 0.08% | 277 |
|
|
2022
Q4 | $95M | Sell |
1,212,899
-80,071
| -6% | -$6.27M | 0.08% | 306 |
|
|
2022
Q3 | $82.5M | Sell |
1,292,970
-7,474
| -0.6% | -$477K | 0.07% | 335 |
|
|
2022
Q2 | $91.9M | Sell |
1,300,444
-259,807
| -17% | -$18.4M | 0.07% | 318 |
|
|
2022
Q1 | $120M | Sell |
1,560,251
-156,148
| -9% | -$12M | 0.08% | 282 |
|
|
2021
Q4 | $149M | Sell |
1,716,399
-207,528
| -11% | -$18.1M | 0.09% | 237 |
|
|
2021
Q3 | $158M | Buy |
1,923,927
+76,701
| +4% | +$6.31M | 0.1% | 224 |
|
|
2021
Q2 | $151M | Buy |
1,847,226
+63,155
| +4% | +$5.16M | 0.09% | 244 |
|
|
2021
Q1 | $122M | Buy |
1,784,071
+139,048
| +8% | +$9.52M | 0.08% | 300 |
|
|
2020
Q4 | $111M | Sell |
1,645,023
-924,486
| -36% | -$62.4M | 0.07% | 310 |
|
|
2020
Q3 | $160M | Buy |
2,569,509
+196,883
| +8% | +$12.3M | 0.11% | 198 |
|
|
2020
Q2 | $135M | Buy |
+2,372,626
| New | +$135M | 0.1% | 227 |
|