Voloridge 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 | $77.2M | Sell |
779,305
-84,598
| -10% | -$8.38M | 0.28% | 85 |
|
|
2025
Q1 | $89.2M | Sell |
863,903
-426,717
| -33% | -$44M | 0.33% | 80 |
|
|
2024
Q4 | $120M | Sell |
1,290,620
-177,576
| -12% | -$16.4M | 0.42% | 40 |
|
|
2024
Q3 | $153M | Sell |
1,468,196
-15,775
| -1% | -$1.64M | 0.56% | 20 |
|
|
2024
Q2 | $143M | Buy |
1,483,971
+159,440
| +12% | +$15.3M | 0.53% | 23 |
|
|
2024
Q1 | $131M | Buy |
1,324,531
+525,630
| +66% | +$52.2M | 0.48% | 40 |
|
|
2023
Q4 | $71.5M | Buy |
798,901
+333,661
| +72% | +$29.9M | 0.28% | 98 |
|
|
2023
Q3 | $37.4M | Buy |
465,240
+462,810
| +19,046% | +$37.2M | 0.18% | 151 |
|
|
2023
Q2 | $216K | Sell |
2,430
-87,998
| -97% | -$7.83M | ﹤0.01% | 1313 |
|
|
2023
Q1 | $7.63M | Buy |
+90,428
| New | +$7.63M | 0.04% | 538 |
|
|
2022
Q2 | – | Sell |
-519,583
| Closed | -$40M | – | 1579 |
|
|
2022
Q1 | $40M | Buy |
519,583
+170,244
| +49% | +$13.1M | 0.23% | 116 |
|
|
2021
Q4 | $30.4M | Sell |
349,339
-110,525
| -24% | -$9.62M | 0.17% | 157 |
|
|
2021
Q3 | $37.8M | Buy |
459,864
+94,405
| +26% | +$7.77M | 0.24% | 86 |
|
|
2021
Q2 | $29.9M | Buy |
365,459
+142,327
| +64% | +$11.6M | 0.21% | 117 |
|
|
2021
Q1 | $15.3M | Buy |
223,132
+98,968
| +80% | +$6.77M | 0.11% | 247 |
|
|
2020
Q4 | $8.39M | Buy |
+124,164
| New | +$8.39M | 0.07% | 325 |
|