SM
Sunriver Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-295,148
| Closed | -$24.1M | – | 23 |
|
|
2021
Q2 | $24.1M | Sell |
295,148
-293,304
| -50% | -$24M | 4.11% | 14 |
|
|
2021
Q1 | $40.3M | Sell |
588,452
-66,002
| -10% | -$4.52M | 7.53% | 6 |
|
|
2020
Q4 | $44.2M | Buy |
654,454
+30,215
| +5% | +$2.04M | 7.29% | 4 |
|
|
2020
Q3 | $39M | Buy |
624,239
+105,935
| +20% | +$6.61M | 6.22% | 6 |
|
|
2020
Q2 | $29.5M | Buy |
+518,304
| New | +$29.5M | 4.65% | 14 |
|