Winton 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 | – | Sell |
-63,507
| Closed | -$6.55M | – | 956 |
|
|
2025
Q1 | $6.55M | Buy |
+63,507
| New | +$6.55M | 0.4% | 45 |
|
|
2024
Q4 | – | Sell |
-34,461
| Closed | -$3.58M | – | 741 |
|
|
2024
Q3 | $3.58M | Buy |
+34,461
| New | +$3.58M | 0.25% | 99 |
|
|
2023
Q2 | – | Sell |
-4,571
| Closed | -$386K | – | 1024 |
|
|
2023
Q1 | $386K | Sell |
4,571
-5,874
| -56% | -$496K | 0.02% | 765 |
|
|
2022
Q4 | $818K | Buy |
10,445
+3,521
| +51% | +$276K | 0.05% | 474 |
|
|
2022
Q3 | $442K | Buy |
+6,924
| New | +$442K | 0.03% | 677 |
|
|
2022
Q2 | – | Sell |
-160,716
| Closed | -$12.4M | – | 1049 |
|
|
2022
Q1 | $12.4M | Buy |
160,716
+9,556
| +6% | +$735K | 0.65% | 22 |
|
|
2021
Q4 | $13.2M | Buy |
151,160
+6,992
| +5% | +$609K | 0.8% | 11 |
|
|
2021
Q3 | $11.9M | Sell |
144,168
-934
| -0.6% | -$76.8K | 0.66% | 12 |
|
|
2021
Q2 | $11.9M | Buy |
145,102
+16,957
| +13% | +$1.39M | 0.64% | 17 |
|
|
2021
Q1 | $8.77M | Sell |
128,145
-1,919
| -1% | -$131K | 0.5% | 17 |
|
|
2020
Q4 | $8.79M | Sell |
130,064
-72,033
| -36% | -$4.87M | 0.63% | 14 |
|
|
2020
Q3 | $12.6M | Sell |
202,097
-72,566
| -26% | -$4.53M | 0.41% | 13 |
|
|
2020
Q2 | $15.6M | Buy |
+274,663
| New | +$15.6M | 0.4% | 9 |
|