Parnassus Investments’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-771,116
| Closed | -$71.4M | – | 142 |
|
|
2024
Q4 | $71.4M | Sell |
771,116
-51,656
| -6% | -$4.78M | 0.16% | 87 |
|
|
2024
Q3 | $85.5M | Sell |
822,772
-29,095
| -3% | -$3.02M | 0.18% | 76 |
|
|
2024
Q2 | $82M | Sell |
851,867
-72,798
| -8% | -$7.01M | 0.18% | 77 |
|
|
2024
Q1 | $91.8M | Sell |
924,665
-727,067
| -44% | -$72.2M | 0.2% | 73 |
|
|
2023
Q4 | $148M | Sell |
1,651,732
-665,195
| -29% | -$59.5M | 0.33% | 59 |
|
|
2023
Q3 | $186M | Hold |
2,316,927
| – | – | 0.46% | 49 |
|
|
2023
Q2 | $206M | Sell |
2,316,927
-767,404
| -25% | -$68.3M | 0.48% | 45 |
|
|
2023
Q1 | $260M | Sell |
3,084,331
-235,151
| -7% | -$19.8M | 0.65% | 41 |
|
|
2022
Q4 | $260M | Hold |
3,319,482
| – | – | 0.65% | 41 |
|
|
2022
Q3 | $212M | Buy |
3,319,482
+458,478
| +16% | +$29.3M | 0.55% | 48 |
|
|
2022
Q2 | $202M | Buy |
+2,861,004
| New | +$202M | 0.48% | 54 |
|