UBS AM’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $298M | Sell |
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|
2025
Q2 | $360M | Buy |
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|
2025
Q1 | $366M | Sell |
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|
2024
Q4 | $334M | Buy |
|
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|
2024
Q3 | $342M | Buy |
|
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|
2024
Q2 | $300M | Sell |
|
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|
2024
Q1 | $314M | Buy |
|
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|
2023
Q4 | $280M | Buy |
|
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|
2023
Q3 | $210M | Buy |
|
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|
2023
Q2 | $206M | Hold |
|
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|
2023
Q1 | $206M | Buy |
|
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|
2022
Q4 | $182M | Buy |
|
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|
2022
Q3 | $143M | Sell |
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|
2022
Q2 | $171M | Buy |
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|
2022
Q1 | $140M | Buy |
|
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|
2021
Q4 | $151M | Buy |
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|
2021
Q3 | $134M | Sell |
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|
2021
Q2 | $136M | Buy |
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|
2021
Q1 | $104M | Buy |
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|
2020
Q4 | $102M | Buy |
|
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|
2020
Q3 | $87.8M | Buy |
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|
2020
Q2 | $76.5M | Buy |
|