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 |
|