William Blair & Company’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 | $2.45M | Buy |
24,770
+3,121
| +14% | +$309K | 0.01% | 668 |
|
|
2025
Q1 | $2.23M | Buy |
21,649
+362
| +2% | +$37.4K | 0.01% | 686 |
|
|
2024
Q4 | $1.97M | Sell |
21,287
-3,556
| -14% | -$329K | 0.01% | 718 |
|
|
2024
Q3 | $2.58M | Buy |
24,843
+299
| +1% | +$31.1K | 0.01% | 642 |
|
|
2024
Q2 | $2.36M | Buy |
24,544
+9,643
| +65% | +$928K | 0.01% | 649 |
|
|
2024
Q1 | $1.48M | Sell |
14,901
-248
| -2% | -$24.6K | ﹤0.01% | 762 |
|
|
2023
Q4 | $1.36M | Buy |
15,149
+654
| +5% | +$58.5K | ﹤0.01% | 771 |
|
|
2023
Q3 | $1.16M | Buy |
14,495
+202
| +1% | +$16.2K | ﹤0.01% | 787 |
|
|
2023
Q2 | $1.27M | Buy |
14,293
+2,867
| +25% | +$255K | ﹤0.01% | 771 |
|
|
2023
Q1 | $964K | Buy |
11,426
+73
| +0.6% | +$6.16K | ﹤0.01% | 841 |
|
|
2022
Q4 | $889K | Sell |
11,353
-271
| -2% | -$21.2K | ﹤0.01% | 859 |
|
|
2022
Q3 | $742K | Buy |
11,624
+1,521
| +15% | +$97.1K | ﹤0.01% | 916 |
|
|
2022
Q2 | $714K | Sell |
10,103
-2,350
| -19% | -$166K | ﹤0.01% | 958 |
|
|
2022
Q1 | $958K | Sell |
12,453
-5,909
| -32% | -$455K | ﹤0.01% | 939 |
|
|
2021
Q4 | $1.6M | Buy |
18,362
+173
| +1% | +$15.1K | 0.01% | 791 |
|
|
2021
Q3 | $1.5M | Buy |
18,189
+736
| +4% | +$60.6K | 0.01% | 777 |
|
|
2021
Q2 | $1.43M | Sell |
17,453
-1,608
| -8% | -$131K | ﹤0.01% | 809 |
|
|
2021
Q1 | $1.31M | Sell |
19,061
-2,432
| -11% | -$167K | ﹤0.01% | 816 |
|
|
2020
Q4 | $1.45M | Buy |
21,493
+1,891
| +10% | +$128K | 0.01% | 738 |
|
|
2020
Q3 | $1.22M | Sell |
19,602
-33,601
| -63% | -$2.1M | 0.01% | 701 |
|
|
2020
Q2 | $3.03M | Buy |
+53,203
| New | +$3.03M | 0.01% | 474 |
|