SAI
Systematic Alpha Investments’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Hold |
14,610
| – | – | 0.05% | 89 |
|
|
2025
Q1 | $1.51M | Hold |
14,610
| – | – | 0.06% | 88 |
|
|
2024
Q4 | $1.35M | Hold |
14,610
| – | – | 0.05% | 94 |
|
|
2024
Q3 | $1.52M | Sell |
14,610
-4,000
| -21% | -$416K | 0.06% | 95 |
|
|
2024
Q2 | $1.79M | Hold |
18,610
| – | – | 0.07% | 83 |
|
|
2024
Q1 | $1.85M | Hold |
18,610
| – | – | 0.07% | 80 |
|
|
2023
Q4 | $1.67M | Hold |
18,610
| – | – | 0.07% | 83 |
|
|
2023
Q3 | $1.49M | Hold |
18,610
| – | – | 0.07% | 82 |
|
|
2023
Q2 | $1.66M | Hold |
18,610
| – | – | 0.08% | 80 |
|
|
2023
Q1 | $1.57M | Buy |
18,610
+4,000
| +27% | +$338K | 0.08% | 80 |
|
|
2022
Q4 | $1.14M | Hold |
14,610
| – | – | 0.06% | 88 |
|
|
2022
Q3 | $932K | Hold |
14,610
| – | – | 0.06% | 86 |
|
|
2022
Q2 | $1.03M | Hold |
14,610
| – | – | 0.06% | 87 |
|
|
2022
Q1 | $1.12M | Hold |
14,610
| – | – | 0.05% | 95 |
|
|
2021
Q4 | $1.27M | Hold |
14,610
| – | – | 0.06% | 98 |
|
|
2021
Q3 | $1.17M | Hold |
14,610
| – | – | 0.05% | 103 |
|
|
2021
Q2 | $1.31M | Buy |
14,610
+2,060
| +16% | +$185K | 0.06% | 98 |
|
|
2021
Q1 | $859K | Buy |
+12,550
| New | +$859K | 0.06% | 96 |
|