Caisse de Depot et Placement du Quebec (CDPQ)
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Caisse de Depot et Placement du Quebec (CDPQ)’s Otis Worldwide OTIS Stock Holding History

Caisse de Depot et Placement du Quebec (CDPQ)’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-216,200
Closed -$21.5M – 524
2024
Q1 		$21.5M Buy
216,200
+207,662
+2,432% +$19.2M 0.05% 246
2023
Q4 		$764K Sell
8,538
-65,720
-89% -$5.46M ﹤0.01% 449
2023
Q3 		$5.96M Sell
74,258
-23,491
-24% -$2.01M 0.02% 322
2023
Q2 		$8.7M Buy
97,749
+14,594
+18% +$1.23M 0.02% 312
2023
Q1 		$7.02M Sell
83,155
-486,900
-85% -$40.3M 0.02% 374
2022
Q4 		$44.6M Sell
570,055
-869,300
-60% -$64.2M 0.14% 144
2022
Q3 		$91.8M Buy
1,439,355
+114,498
+9% +$8.38M 0.27% 87
2022
Q2 		$93.6M Sell
1,324,857
-23,800
-2% -$1.75M 0.26% 84
2022
Q1 		$104M Buy
1,348,657
+53,800
+4% +$4.3M 0.24% 100
2021
Q4 		$113M Sell
1,294,857
-347,200
-21% -$29.1M 0.24% 105
2021
Q3 		$135M Sell
1,642,057
-175,200
-10% -$15.4M 0.29% 96
2021
Q2 		$149M Sell
1,817,257
-377,837
-17% -$29.1M 0.32% 83
2021
Q1 		$150M Sell
2,195,094
-240,258
-10% -$15.7M 0.34% 74
2020
Q4 		$165M Buy
2,435,352
+581,855
+31% +$37.7M 0.38% 79
2020
Q3 		$116M Buy
1,853,497
+62,000
+3% +$3.79M 0.31% 83
2020
Q2 		$102M Buy
+1,791,497
New +$92.8M 0.29% 80

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ)'s OTIS Position: Q2 2024 in Review

Caisse de Depot et Placement du Quebec (CDPQ) sold out of Otis Worldwide (OTIS) in Q2 2024, closing a stake of 216,200 shares — an estimated $21.5M sold.

Caisse de Depot et Placement du Quebec (CDPQ) first reported a position in OTIS in Q2 2020 and held it in 16 quarters. The position peaked at $165M in Q4 2020. 1,188 funds tracked by Wall St. Rank hold OTIS as of Q2 2024.

  • Caisse de Depot et Placement du Quebec (CDPQ) reported no remaining Otis Worldwide position as of Q2 2024 after selling out during the quarter.
  • Caisse de Depot et Placement du Quebec (CDPQ) sold 216,200 Otis Worldwide shares in Q2 2024, an estimated $21.5M.
  • Caisse de Depot et Placement du Quebec (CDPQ) first reported a position in Otis Worldwide in Q2 2020 and held it in 16 quarters.
  • Caisse de Depot et Placement du Quebec (CDPQ)'s Otis Worldwide position peaked at $165M in Q4 2020.
  • 1,188 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2024.

Based on Caisse de Depot et Placement du Quebec (CDPQ)'s 13F filing for Q2 2024, filed 14 Aug 2024.