Van Lanschot Kempen Investment Management’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 | $18.5M | Buy |
186,896
+88,194
| +89% | +$8.73M | 0.18% | 100 |
|
|
2025
Q1 | $10.2M | Sell |
98,702
-71,810
| -42% | -$7.41M | 0.11% | 142 |
|
|
2024
Q4 | $15.8M | Buy |
170,512
+2,731
| +2% | +$253K | 0.16% | 122 |
|
|
2024
Q3 | $17.4M | Buy |
167,781
+3,883
| +2% | +$404K | 0.18% | 125 |
|
|
2024
Q2 | $15.8M | Sell |
163,898
-25,074
| -13% | -$2.41M | 0.18% | 112 |
|
|
2024
Q1 | $18.8M | Hold |
188,972
| – | – | 0.23% | 105 |
|
|
2023
Q4 | $16.9M | Buy |
+188,972
| New | +$16.9M | 0.24% | 104 |
|
|
2021
Q4 | – | Sell |
-2,515
| Closed | -$207K | – | 204 |
|
|
2021
Q3 | $207K | Sell |
2,515
-38,679
| -94% | -$3.18M | 0.01% | 175 |
|
|
2021
Q2 | $3.08M | Buy |
+41,194
| New | +$3.08M | 0.11% | 122 |
|