PRO
OTIS icon

Pensioenfonds Rail & OV’s Otis Worldwide OTIS Stock Holding History

Pensioenfonds Rail & OV’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
Q3 		$39.5M Hold
379,699
– – 2.74% 15
2024
Q2 		$36.5M Sell
379,699
-6,441
-2% -$621K 2.74% 16
2024
Q1 		$38.3M Sell
386,140
-112,045
-22% -$10.4M 2.78% 16
2023
Q4 		$44.6M Hold
498,185
– – 2.57% 26
2023
Q3 		$37.8M Sell
498,185
-452,449
-48% -$38.7M 2.51% 32
2023
Q2 		$84.6M Hold
950,634
– – 3.15% 9
2023
Q1 		$80.2M Hold
950,634
– – 3.1% 9
2022
Q4 		$69.8M Sell
950,634
-94,966
-9% -$7.01M 3.1% 5
2022
Q3 		$66.7K Hold
1,045,600
– – 1.99% 29
2022
Q2 		$73.9M Buy
+1,045,600
New +$77M 2.66% 27

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Pensioenfonds Rail & OV's OTIS Position: Q3 2024 in Review

Pensioenfonds Rail & OV held its Otis Worldwide (OTIS) position steady in Q3 2024 at 379,699 shares worth $39.5M. The position accounts for 2.74% of the portfolio, ranked #15.

Pensioenfonds Rail & OV first reported a position in OTIS in Q2 2022 and has held it in 10 quarters since. The position peaked at $84.6M in Q2 2023. 1,197 funds tracked by Wall St. Rank hold OTIS as of Q3 2024.

  • Pensioenfonds Rail & OV held 379,699 shares of Otis Worldwide worth $39.5M as of Q3 2024.
  • Pensioenfonds Rail & OV left its Otis Worldwide share count unchanged in Q3 2024.
  • Otis Worldwide made up 2.74% of Pensioenfonds Rail & OV's portfolio in Q3 2024, its #15 holding.
  • Pensioenfonds Rail & OV first reported a position in Otis Worldwide in Q2 2022 and has held it in 10 quarters since.
  • Pensioenfonds Rail & OV's Otis Worldwide position peaked at $84.6M in Q2 2023.
  • 1,197 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2024.

Based on Pensioenfonds Rail & OV's 13F filing for Q3 2024, filed 7 Mar 2025.