TCW Group’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-43,563
| Closed | -$4.53M | – | 369 |
|
|
2024
Q3 | $4.53M | Buy |
43,563
+197
| +0.5% | +$20.5K | 0.04% | 192 |
|
|
2024
Q2 | $4.17M | Sell |
43,366
-7,064
| -14% | -$680K | 0.04% | 200 |
|
|
2024
Q1 | $5.01M | Buy |
50,430
+1,837
| +4% | +$182K | 0.05% | 175 |
|
|
2023
Q4 | $4.35M | Buy |
48,593
+4,822
| +11% | +$432K | 0.05% | 192 |
|
|
2023
Q3 | $3.52M | Hold |
43,771
| – | – | 0.04% | 184 |
|
|
2023
Q2 | $3.9M | Buy |
43,771
+334
| +0.8% | +$29.7K | 0.04% | 188 |
|
|
2023
Q1 | $3.67M | Buy |
43,437
+32,227
| +287% | +$2.72M | 0.05% | 180 |
|
|
2022
Q4 | $878K | Buy |
+11,210
| New | +$878K | 0.01% | 258 |
|