PAM
PineStone Asset Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459M | Buy |
4,639,065
+543,933
| +13% | +$53.9M | 2.97% | 12 |
|
|
2025
Q1 | $423M | Buy |
4,095,132
+1,092,713
| +36% | +$113M | 3.19% | 12 |
|
|
2024
Q4 | $278M | Buy |
3,002,419
+121,322
| +4% | +$11.2M | 2.61% | 16 |
|
|
2024
Q3 | $299M | Buy |
2,881,097
+143,100
| +5% | +$14.9M | 2.89% | 14 |
|
|
2024
Q2 | $264M | Buy |
2,737,997
+864,646
| +46% | +$83.2M | 2.8% | 13 |
|
|
2024
Q1 | $186M | Sell |
1,873,351
-1,465,434
| -44% | -$145M | 2.96% | 14 |
|
|
2023
Q4 | $299M | Buy |
3,338,785
+494,460
| +17% | +$44.2M | 3.21% | 13 |
|
|
2023
Q3 | $228M | Buy |
2,844,325
+2,134,289
| +301% | +$171M | 3.29% | 15 |
|
|
2023
Q2 | $63.2M | Sell |
710,036
-977,222
| -58% | -$87M | 3.05% | 15 |
|
|
2023
Q1 | $142M | Buy |
1,687,258
+1,474,467
| +693% | +$124M | 3.44% | 16 |
|
|
2022
Q4 | $16.7M | Buy |
+212,791
| New | +$16.7M | 3.13% | 14 |
|