UBS AM’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360M | Buy |
3,631,934
+88,806
| +3% | +$8.79M | 0.07% | 256 |
|
|
2025
Q1 | $366M | Sell |
3,543,128
-59,599
| -2% | -$6.15M | 0.09% | 222 |
|
|
2024
Q4 | $334M | Buy |
3,602,727
+316,890
| +10% | +$29.3M | 0.08% | 236 |
|
|
2024
Q3 | $342M | Buy |
3,285,837
+171,573
| +6% | +$17.8M | 0.09% | 218 |
|
|
2024
Q2 | $300M | Sell |
3,114,264
-49,241
| -2% | -$4.74M | 0.09% | 212 |
|
|
2024
Q1 | $314M | Buy |
3,163,505
+31,726
| +1% | +$3.15M | 0.11% | 177 |
|
|
2023
Q4 | $280M | Buy |
3,131,779
+512,906
| +20% | +$45.9M | 0.11% | 193 |
|
|
2023
Q3 | $210M | Buy |
2,618,873
+175,535
| +7% | +$14.1M | 0.09% | 224 |
|
|
2023
Q2 | $206M | Hold |
2,443,338
| – | – | 0.1% | 219 |
|
|
2023
Q1 | $206M | Buy |
2,443,338
+114,132
| +5% | +$9.63M | 0.1% | 219 |
|
|
2022
Q4 | $182M | Buy |
2,329,206
+92,018
| +4% | +$7.21M | 0.1% | 237 |
|
|
2022
Q3 | $143M | Sell |
2,237,188
-187,517
| -8% | -$12M | 0.08% | 278 |
|
|
2022
Q2 | $171M | Buy |
2,424,705
+599,037
| +33% | +$42.3M | 0.09% | 244 |
|
|
2022
Q1 | $140M | Buy |
1,825,668
+96,062
| +6% | +$7.39M | 0.06% | 332 |
|
|
2021
Q4 | $151M | Buy |
1,729,606
+99,403
| +6% | +$8.66M | 0.06% | 343 |
|
|
2021
Q3 | $134M | Sell |
1,630,203
-29,109
| -2% | -$2.4M | 0.06% | 345 |
|
|
2021
Q2 | $136M | Buy |
1,659,312
+144,067
| +10% | +$11.8M | 0.06% | 352 |
|
|
2021
Q1 | $104M | Buy |
1,515,245
+57
| +0% | +$3.9K | 0.05% | 417 |
|
|
2020
Q4 | $102M | Buy |
1,515,188
+107,916
| +8% | +$7.29M | 0.05% | 397 |
|
|
2020
Q3 | $87.8M | Buy |
1,407,272
+61,890
| +5% | +$3.86M | 0.05% | 370 |
|
|
2020
Q2 | $76.5M | Buy |
+1,345,382
| New | +$76.5M | 0.05% | 378 |
|