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TownSquare Capital’s Otis Worldwide OTIS Stock Holding History

TownSquare Capital’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,298
Closed -$856K – 1298
2025
Q1 		$856K Buy
8,298
+1,272
+18% +$124K 0.01% 911
2024
Q4 		$651K Buy
7,026
+1,801
+34% +$181K 0.01% 917
2024
Q3 		$543K Buy
5,225
+359
+7% +$34.2K 0.01% 937
2024
Q2 		$468K Buy
4,866
+282
+6% +$27.2K 0.01% 911
2024
Q1 		$455K Buy
4,584
+302
+7% +$27.9K 0.01% 880
2023
Q4 		$383K Buy
+4,282
New +$356K 0.01% 850
2023
Q3 		– Sell
-4,553
Closed -$405K – 1135
2023
Q2 		$405K Buy
4,553
+266
+6% +$22.4K 0.01% 828
2023
Q1 		$362K Buy
4,287
+164
+4% +$13.6K 0.01% 777
2022
Q4 		$323K Buy
+4,123
New +$304K 0.01% 783

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