New Mexico Educational Retirement Board’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 | $1.85M | Hold |
18,708
| – | – | 0.06% | 340 |
|
|
2025
Q1 | $1.93M | Sell |
18,708
-400
| -2% | -$41.3K | 0.07% | 298 |
|
|
2024
Q4 | $1.77M | Sell |
19,108
-700
| -4% | -$64.8K | 0.06% | 352 |
|
|
2024
Q3 | $2.06M | Sell |
19,808
-800
| -4% | -$83.2K | 0.07% | 288 |
|
|
2024
Q2 | $1.98M | Hold |
20,608
| – | – | 0.07% | 278 |
|
|
2024
Q1 | $2.05M | Sell |
20,608
-900
| -4% | -$89.4K | 0.07% | 290 |
|
|
2023
Q4 | $1.92M | Hold |
21,508
| – | – | 0.07% | 274 |
|
|
2023
Q3 | $1.73M | Buy |
21,508
+1,400
| +7% | +$112K | 0.07% | 275 |
|
|
2023
Q2 | $1.79M | Buy |
20,108
+800
| +4% | +$71.2K | 0.08% | 262 |
|
|
2023
Q1 | $1.63M | Sell |
19,308
-600
| -3% | -$50.7K | 0.08% | 249 |
|
|
2022
Q4 | $1.56M | Sell |
19,908
-1,700
| -8% | -$133K | 0.08% | 243 |
|
|
2022
Q3 | $1.38M | Sell |
21,608
-1,900
| -8% | -$121K | 0.07% | 272 |
|
|
2022
Q2 | $1.66M | Sell |
23,508
-1,200
| -5% | -$84.8K | 0.08% | 231 |
|
|
2022
Q1 | $1.9M | Sell |
24,708
-1,400
| -5% | -$108K | 0.07% | 279 |
|
|
2021
Q4 | $2.27M | Sell |
26,108
-300
| -1% | -$26.1K | 0.08% | 255 |
|
|
2021
Q3 | $2.17M | Sell |
26,408
-800
| -3% | -$65.8K | 0.08% | 251 |
|
|
2021
Q2 | $2.23M | Buy |
27,208
+1,500
| +6% | +$123K | 0.08% | 253 |
|
|
2021
Q1 | $1.76M | Hold |
25,708
| – | – | 0.07% | 283 |
|
|
2020
Q4 | $1.74M | Sell |
25,708
-400
| -2% | -$27K | 0.07% | 262 |
|
|
2020
Q3 | $1.63M | Sell |
26,108
-1,200
| -4% | -$74.9K | 0.08% | 250 |
|
|
2020
Q2 | $1.55M | Buy |
+27,308
| New | +$1.55M | 0.07% | 273 |
|