UBS Group’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 | $169M | Sell |
1,702,315
-792,256
| -32% | -$78.4M | 0.03% | 510 |
|
|
2025
Q1 | $257M | Sell |
2,494,571
-308,159
| -11% | -$31.8M | 0.05% | 344 |
|
|
2024
Q4 | $260M | Buy |
2,802,730
+1,614,044
| +136% | +$149M | 0.05% | 320 |
|
|
2024
Q3 | $124M | Sell |
1,188,686
-41,977
| -3% | -$4.36M | 0.03% | 466 |
|
|
2024
Q2 | $118M | Buy |
1,230,663
+335,824
| +38% | +$32.3M | 0.03% | 441 |
|
|
2024
Q1 | $88.8M | Buy |
894,839
+216,818
| +32% | +$21.5M | 0.02% | 527 |
|
|
2023
Q4 | $60.7M | Sell |
678,021
-20,034
| -3% | -$1.79M | 0.02% | 602 |
|
|
2023
Q3 | $56.1M | Buy |
698,055
+30,301
| +5% | +$2.43M | 0.02% | 562 |
|
|
2023
Q2 | $59.4M | Buy |
667,754
+214,891
| +47% | +$19.1M | 0.02% | 568 |
|
|
2023
Q1 | $38.2M | Sell |
452,863
-9,097
| -2% | -$768K | 0.01% | 692 |
|
|
2022
Q4 | $36.2M | Buy |
461,960
+194,704
| +73% | +$15.2M | 0.01% | 717 |
|
|
2022
Q3 | $17.1M | Sell |
267,256
-366,161
| -58% | -$23.4M | 0.01% | 1009 |
|
|
2022
Q2 | $44.8M | Buy |
633,417
+83,569
| +15% | +$5.91M | 0.02% | 592 |
|
|
2022
Q1 | $42.3M | Sell |
549,848
-109,293
| -17% | -$8.41M | 0.01% | 699 |
|
|
2021
Q4 | $57.4M | Sell |
659,141
-7,585
| -1% | -$660K | 0.02% | 624 |
|
|
2021
Q3 | $54.9M | Buy |
666,726
+202,961
| +44% | +$16.7M | 0.02% | 613 |
|
|
2021
Q2 | $37.9M | Sell |
463,765
-169,481
| -27% | -$13.9M | 0.01% | 765 |
|
|
2021
Q1 | $43.3M | Sell |
633,246
-86,495
| -12% | -$5.92M | 0.01% | 690 |
|
|
2020
Q4 | $48.6M | Sell |
719,741
-81,362
| -10% | -$5.5M | 0.02% | 603 |
|
|
2020
Q3 | $50M | Sell |
801,103
-55,182
| -6% | -$3.44M | 0.02% | 514 |
|
|
2020
Q2 | $48.7M | Buy |
+856,285
| New | +$48.7M | 0.02% | 492 |
|