Vinva 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
Q1 | – | Sell |
-9,062
| Closed | -$839K | – | 423 |
|
2024
Q4 | $839K | Sell |
9,062
-3,639
| -29% | -$337K | 0.03% | 308 |
|
2024
Q3 | $1.33M | Sell |
12,701
-17,783
| -58% | -$1.86M | 0.06% | 266 |
|
2024
Q2 | $2.93M | Buy |
30,484
+14,748
| +94% | +$1.42M | 0.15% | 155 |
|
2024
Q1 | $1.56M | Buy |
15,736
+2,964
| +23% | +$294K | 0.09% | 245 |
|
2023
Q4 | $1.15M | Buy |
12,772
+309
| +2% | +$27.7K | 0.08% | 241 |
|
2023
Q3 | $1M | Sell |
12,463
-31,271
| -72% | -$2.52M | 0.09% | 219 |
|
2023
Q2 | $3.88M | Sell |
43,734
-22,998
| -34% | -$2.04M | 0.33% | 68 |
|
2023
Q1 | $5.55M | Buy |
+66,732
| New | +$5.55M | 0.46% | 53 |
|