Systematic Financial Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Hold |
3,000
| – | – | 0.01% | 231 |
|
|
2025
Q1 | $310K | Hold |
3,000
| – | – | 0.01% | 230 |
|
|
2024
Q4 | $278K | Hold |
3,000
| – | – | 0.01% | 236 |
|
|
2024
Q3 | $312K | Hold |
3,000
| – | – | 0.01% | 298 |
|
|
2024
Q2 | $289K | Hold |
3,000
| – | – | 0.01% | 235 |
|
|
2024
Q1 | $298K | Hold |
3,000
| – | – | 0.01% | 237 |
|
|
2023
Q4 | $268K | Hold |
3,000
| – | – | 0.01% | 220 |
|
|
2023
Q3 | $241K | Hold |
3,000
| – | – | 0.01% | 219 |
|
|
2023
Q2 | $267K | Hold |
3,000
| – | – | 0.01% | 214 |
|
|
2023
Q1 | $253K | Hold |
3,000
| – | – | 0.01% | 224 |
|
|
2022
Q4 | $235K | Hold |
3,000
| – | – | 0.01% | 221 |
|
|
2022
Q3 | $191K | Hold |
3,000
| – | – | 0.01% | 219 |
|
|
2022
Q2 | $212K | Hold |
3,000
| – | – | 0.01% | 221 |
|
|
2022
Q1 | $231K | Hold |
3,000
| – | – | 0.01% | 220 |
|
|
2021
Q4 | $261K | Hold |
3,000
| – | – | 0.01% | 220 |
|
|
2021
Q3 | $247K | Hold |
3,000
| – | – | 0.01% | 216 |
|
|
2021
Q2 | $245K | Hold |
3,000
| – | – | 0.01% | 220 |
|
|
2021
Q1 | $205K | Hold |
3,000
| – | – | 0.01% | 217 |
|
|
2020
Q4 | $203K | Hold |
3,000
| – | – | 0.01% | 215 |
|
|
2020
Q3 | $187K | Hold |
3,000
| – | – | 0.01% | 212 |
|
|
2020
Q2 | $171K | Buy |
+3,000
| New | +$171K | 0.01% | 472 |
|