PGGM Investments’s Otis Worldwide OTIS Stock Holding History

PGGM Investments’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
2025 Q2	–	Sell	-177,812	Closed	-$18.4M	–	264
2025 Q1	$18.4M	Buy	177,812 +13,370	+8%	+$1.31M	0.25%	79
2024 Q4	$15.2M	Hold	164,442	–	–	0.2%	86
2024 Q3	$17.1M	Sell	164,442 -5,639	-3%	-$537K	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%	-$132K	0.23%	86
2023 Q3	$13.8M	Buy	171,667 +7,145	+4%	+$611K	0.24%	90
2023 Q2	$14.6M	Buy	164,522 +30,001	+22%	+$2.53M	0.24%	87
2023 Q1	$11.4M	Buy	134,521 +25,679	+24%	+$2.12M	0.19%	100
2022 Q4	$8.52M	Sell	108,842 -27,699	-20%	-$2.05M	0.15%	131
2022 Q3	$8.71M	Buy	+136,541	New	+$9.99M	0.15%	129
2022 Q1	$49.3M	Hold	565,952	–	–	0.25%	92
2021 Q4	$49.3M	Sell	565,952 -135,257	-19%	-$11.3M	0.25%	92
2021 Q3	$57.7M	Buy	701,209 +91,570	+15%	+$8.05M	0.3%	78
2021 Q2	$49.9M	Sell	609,639 -3,324	-0.5%	-$256K	0.21%	101
2021 Q1	$42M	Buy	612,963 +146,208	+31%	+$9.56M	0.18%	128
2020 Q4	$31.5M	Buy	+466,755	New	+$30.3M	0.15%	168

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return