Putnam Investments’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$216M Buy
2,409,345
+403,215
+20% +$36.1M 0.28% 95
2023
Q3
$161M Buy
2,006,130
+44,096
+2% +$3.54M 0.24% 100
2023
Q2
$175M Sell
1,962,034
-1,932
-0.1% -$172K 0.26% 102
2023
Q1
$166M Buy
1,963,966
+53,012
+3% +$4.47M 0.27% 100
2022
Q4
$150M Buy
1,910,954
+805,348
+73% +$63.1M 0.26% 99
2022
Q3
$70.5M Buy
1,105,606
+8,040
+0.7% +$513K 0.13% 125
2022
Q2
$77.6M Sell
1,097,566
-110,368
-9% -$7.8M 0.14% 125
2022
Q1
$93M Buy
1,207,934
+48,567
+4% +$3.74M 0.14% 130
2021
Q4
$101M Sell
1,159,367
-34,335
-3% -$2.99M 0.14% 128
2021
Q3
$98.2M Buy
1,193,702
+21,667
+2% +$1.78M 0.15% 134
2021
Q2
$95.8M Buy
1,172,035
+735
+0.1% +$60.1K 0.15% 134
2021
Q1
$80.2M Sell
1,171,300
-323,459
-22% -$22.1M 0.13% 140
2020
Q4
$101M Buy
1,494,759
+101,689
+7% +$6.87M 0.18% 124
2020
Q3
$87M Buy
1,393,070
+422,274
+43% +$26.4M 0.17% 123
2020
Q2
$55.2M Buy
+970,796
New +$55.2M 0.12% 145