Suvretta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,297,480
| Closed | -$102M | – | 104 |
|
|
2022
Q4 | $102M | Hold |
1,297,480
| – | – | 4.27% | 3 |
|
|
2022
Q3 | $82.8M | Hold |
1,297,480
| – | – | 3.44% | 7 |
|
|
2022
Q2 | $91.7M | Hold |
1,297,480
| – | – | 3.49% | 6 |
|
|
2022
Q1 | $99.8M | Sell |
1,297,480
-1,187,100
| -48% | -$91.3M | 3.05% | 7 |
|
|
2021
Q4 | $216M | Sell |
2,484,580
-214,959
| -8% | -$18.7M | 4.19% | 5 |
|
|
2021
Q3 | $222M | Buy |
2,699,539
+73,846
| +3% | +$6.08M | 3.74% | 6 |
|
|
2021
Q2 | $215M | Sell |
2,625,693
-247,300
| -9% | -$20.2M | 3.21% | 6 |
|
|
2021
Q1 | $197M | Buy |
2,872,993
+161,964
| +6% | +$11.1M | 2.91% | 11 |
|
|
2020
Q4 | $183M | Sell |
2,711,029
-1,221
| -0% | -$82.5K | 2.61% | 11 |
|
|
2020
Q3 | $169M | Buy |
2,712,250
+111,256
| +4% | +$6.94M | 3.05% | 6 |
|
|
2020
Q2 | $148M | Buy |
+2,600,994
| New | +$148M | 3.18% | 8 |
|