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Putnam Investments’s Otis Worldwide OTIS Stock Holding History

Putnam 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
2023
Q4 		$216M Buy
2,409,345
+403,215
+20% +$33.5M 0.28% 95
2023
Q3 		$161M Buy
2,006,130
+44,096
+2% +$3.77M 0.24% 100
2023
Q2 		$175M Sell
1,962,034
-1,932
-0.1% -$163K 0.26% 102
2023
Q1 		$166M Buy
1,963,966
+53,012
+3% +$4.39M 0.27% 100
2022
Q4 		$150M Buy
1,910,954
+805,348
+73% +$59.5M 0.26% 99
2022
Q3 		$70.5M Buy
1,105,606
+8,040
+0.7% +$588K 0.13% 125
2022
Q2 		$77.6M Sell
1,097,566
-110,368
-9% -$8.13M 0.14% 125
2022
Q1 		$93M Buy
1,207,934
+48,567
+4% +$3.88M 0.14% 130
2021
Q4 		$101M Sell
1,159,367
-34,335
-3% -$2.87M 0.14% 128
2021
Q3 		$98.2M Buy
1,193,702
+21,667
+2% +$1.91M 0.15% 134
2021
Q2 		$95.8M Buy
1,172,035
+735
+0.1% +$56.6K 0.15% 134
2021
Q1 		$80.2M Sell
1,171,300
-323,459
-22% -$21.1M 0.13% 140
2020
Q4 		$101M Buy
1,494,759
+101,689
+7% +$6.6M 0.18% 124
2020
Q3 		$87M Buy
1,393,070
+422,274
+43% +$25.8M 0.17% 123
2020
Q2 		$55.2M Buy
+970,796
New +$50.3M 0.12% 145

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Putnam Investments's OTIS Position: Q4 2023 in Review

Putnam Investments increased its Otis Worldwide (OTIS) stake by 20% in Q4 2023, buying an estimated $33.5M and bringing the position to 2,409,345 shares worth $216M. The position accounts for 0.28% of the portfolio, ranked #95.

Putnam Investments first reported a position in OTIS in Q2 2020 and has held it in 15 quarters since. 1,189 funds tracked by Wall St. Rank hold OTIS as of Q4 2023.

  • Putnam Investments held 2,409,345 shares of Otis Worldwide worth $216M as of Q4 2023.
  • Putnam Investments bought 403,215 Otis Worldwide shares in Q4 2023, an estimated $33.5M.
  • Otis Worldwide made up 0.28% of Putnam Investments's portfolio in Q4 2023, its #95 holding.
  • Putnam Investments first reported a position in Otis Worldwide in Q2 2020 and has held it in 15 quarters since.
  • 1,189 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.