Alberta Investment Management Corp (AIMCo)’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 | $248K | Sell |
2,500
-171,771
| -99% | -$17M | ﹤0.01% | 403 |
|
|
2025
Q1 | $18M | Buy |
+174,271
| New | +$18M | 0.12% | 124 |
|
|
2024
Q2 | – | Sell |
-8,300
| Closed | -$824K | – | 939 |
|
|
2024
Q1 | $824K | Hold |
8,300
| – | – | 0.01% | 702 |
|
|
2023
Q4 | $743K | Hold |
8,300
| – | – | 0.01% | 724 |
|
|
2023
Q3 | $667K | Sell |
8,300
-67,388
| -89% | -$5.41M | 0.01% | 748 |
|
|
2023
Q2 | $6.74M | Buy |
75,688
+48,089
| +174% | +$4.28M | 0.06% | 273 |
|
|
2023
Q1 | $2.33M | Buy |
+27,599
| New | +$2.33M | 0.02% | 506 |
|
|
2022
Q4 | – | Sell |
-25,935
| Closed | -$1.66M | – | 1195 |
|
|
2022
Q3 | $1.66M | Hold |
25,935
| – | – | 0.01% | 766 |
|
|
2022
Q2 | $1.83M | Hold |
25,935
| – | – | 0.01% | 741 |
|
|
2022
Q1 | $2M | Hold |
25,935
| – | – | 0.01% | 777 |
|
|
2021
Q4 | $2.26M | Buy |
+25,935
| New | +$2.26M | 0.01% | 584 |
|
|
2021
Q2 | – | Sell |
-20,700
| Closed | -$1.42M | – | 987 |
|
|
2021
Q1 | $1.42M | Sell |
20,700
-64,200
| -76% | -$4.39M | 0.01% | 613 |
|
|
2020
Q4 | $5.74M | Buy |
84,900
+9,900
| +13% | +$669K | 0.05% | 366 |
|
|
2020
Q3 | $4.68M | Hold |
75,000
| – | – | 0.05% | 389 |
|
|
2020
Q2 | $4.27M | Buy |
+75,000
| New | +$4.27M | 0.05% | 386 |
|