Tokio Marine Asset Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
11,745
+1,460
| +14% | +$145K | 0.04% | 297 |
|
|
2025
Q1 | $1.06M | Buy |
10,285
+292
| +3% | +$30.1K | 0.04% | 312 |
|
|
2024
Q4 | $925K | Hold |
9,993
| – | – | 0.03% | 342 |
|
|
2024
Q3 | $1.04M | Buy |
9,993
+314
| +3% | +$32.6K | 0.05% | 289 |
|
|
2024
Q2 | $932K | Buy |
9,679
+1,613
| +20% | +$155K | 0.04% | 284 |
|
|
2024
Q1 | $801K | Buy |
8,066
+75
| +0.9% | +$7.45K | 0.04% | 312 |
|
|
2023
Q4 | $715K | Buy |
7,991
+519
| +7% | +$46.4K | 0.04% | 313 |
|
|
2023
Q3 | $600K | Buy |
7,472
+291
| +4% | +$23.4K | 0.04% | 319 |
|
|
2023
Q2 | $639K | Sell |
7,181
-58
| -0.8% | -$5.16K | 0.04% | 302 |
|
|
2023
Q1 | $611K | Buy |
7,239
+1,305
| +22% | +$110K | 0.04% | 292 |
|
|
2022
Q4 | $465K | Buy |
5,934
+149
| +3% | +$11.7K | 0.04% | 322 |
|
|
2022
Q3 | $369K | Buy |
5,785
+429
| +8% | +$27.4K | 0.03% | 337 |
|
|
2022
Q2 | $379K | Buy |
5,356
+866
| +19% | +$61.3K | 0.03% | 310 |
|
|
2022
Q1 | $346K | Buy |
4,490
+957
| +27% | +$73.7K | 0.03% | 347 |
|
|
2021
Q4 | $308K | Buy |
3,533
+135
| +4% | +$11.8K | 0.02% | 358 |
|
|
2021
Q3 | $280K | Buy |
3,398
+430
| +14% | +$35.4K | 0.02% | 358 |
|
|
2021
Q2 | $243K | Buy |
+2,968
| New | +$243K | 0.02% | 373 |
|