Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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 | $1.56M | Buy |
15,744
+11,016
| +233% | +$1.09M | ﹤0.01% | 693 |
|
|
2025
Q1 | $488K | Buy |
+4,728
| New | +$488K | ﹤0.01% | 814 |
|
|
2023
Q2 | – | Sell |
-1,997
| Closed | -$169K | – | 1346 |
|
|
2023
Q1 | $169K | Buy |
+1,997
| New | +$169K | ﹤0.01% | 970 |
|
|
2022
Q3 | – | Sell |
-2,647
| Closed | -$187K | – | 1616 |
|
|
2022
Q2 | $187K | Sell |
2,647
-104,896
| -98% | -$7.41M | ﹤0.01% | 1211 |
|
|
2022
Q1 | $8.28M | Sell |
107,543
-98,741
| -48% | -$7.6M | 0.03% | 352 |
|
|
2021
Q4 | $18M | Sell |
206,284
-219,177
| -52% | -$19.1M | 0.04% | 296 |
|
|
2021
Q3 | $35M | Sell |
425,461
-15,000
| -3% | -$1.23M | 0.09% | 147 |
|
|
2021
Q2 | $36M | Sell |
440,461
-734,800
| -63% | -$60.1M | 0.08% | 186 |
|
|
2021
Q1 | $80.4M | Buy |
1,175,261
+118,269
| +11% | +$8.1M | 0.2% | 82 |
|
|
2020
Q4 | $71.4M | Buy |
1,056,992
+380,643
| +56% | +$25.7M | 0.19% | 95 |
|
|
2020
Q3 | $42.2M | Buy |
676,349
+215,484
| +47% | +$13.5M | 0.32% | 49 |
|
|
2020
Q2 | $26.2M | Buy |
+460,865
| New | +$26.2M | 0.21% | 86 |
|