PGGM Investments’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 | – | Sell |
-177,812
| Closed | -$18.4M | – | 264 |
|
2025
Q1 | $18.4M | Buy |
177,812
+13,370
| +8% | +$1.38M | 0.25% | 79 |
|
2024
Q4 | $15.2M | Hold |
164,442
| – | – | 0.2% | 86 |
|
2024
Q3 | $17.1M | Sell |
164,442
-5,639
| -3% | -$586K | 0.22% | 82 |
|
2024
Q2 | $16.4M | Hold |
170,081
| – | – | 0.23% | 77 |
|
2024
Q1 | $16.9M | Hold |
170,081
| – | – | 0.24% | 80 |
|
2023
Q4 | $15.2M | Sell |
170,081
-1,586
| -0.9% | -$142K | 0.23% | 86 |
|
2023
Q3 | $13.8M | Buy |
171,667
+7,145
| +4% | +$574K | 0.24% | 90 |
|
2023
Q2 | $14.6M | Buy |
164,522
+30,001
| +22% | +$2.67M | 0.24% | 87 |
|
2023
Q1 | $11.4M | Buy |
134,521
+25,679
| +24% | +$2.17M | 0.19% | 100 |
|
2022
Q4 | $8.52M | Sell |
108,842
-27,699
| -20% | -$2.17M | 0.15% | 131 |
|
2022
Q3 | $8.71M | Buy |
+136,541
| New | +$8.71M | 0.15% | 129 |
|
2022
Q1 | $49.3M | Hold |
565,952
| – | – | 0.25% | 92 |
|
2021
Q4 | $49.3M | Sell |
565,952
-135,257
| -19% | -$11.8M | 0.25% | 92 |
|
2021
Q3 | $57.7M | Buy |
701,209
+91,570
| +15% | +$7.53M | 0.3% | 78 |
|
2021
Q2 | $49.9M | Sell |
609,639
-3,324
| -0.5% | -$272K | 0.21% | 101 |
|
2021
Q1 | $42M | Buy |
612,963
+146,208
| +31% | +$10M | 0.18% | 128 |
|
2020
Q4 | $31.5M | Buy |
+466,755
| New | +$31.5M | 0.15% | 168 |
|