USS Investment Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $181M | Sell |
1,830,268
-443,336
| -19% | -$43.9M | 1.07% | 22 |
|
|
2025
Q1 | $235M | Sell |
2,273,604
-19,458
| -0.8% | -$2.01M | 1.71% | 11 |
|
|
2024
Q4 | $212M | Sell |
2,293,062
-22,926
| -1% | -$2.12M | 1.48% | 15 |
|
|
2024
Q3 | $241M | Buy |
2,315,988
+35
| +0% | +$3.64K | 1.75% | 9 |
|
|
2024
Q2 | $223M | Buy |
2,315,953
+111,373
| +5% | +$10.7M | 1.77% | 11 |
|
|
2024
Q1 | $219M | Buy |
2,204,580
+11,320
| +0.5% | +$1.12M | 1.79% | 13 |
|
|
2023
Q4 | $196M | Buy |
2,193,260
+781,077
| +55% | +$69.9M | 1.75% | 15 |
|
|
2023
Q3 | $113M | Buy |
1,412,183
+1,305,944
| +1,229% | +$105M | 1.23% | 17 |
|
|
2023
Q2 | $9.46M | Hold |
106,239
| – | – | 0.11% | 192 |
|
|
2023
Q1 | $8.96M | Hold |
106,239
| – | – | 0.12% | 185 |
|
|
2022
Q4 | $8.32M | Buy |
106,239
+29,148
| +38% | +$2.28M | 0.12% | 193 |
|
|
2022
Q3 | $4.92M | Sell |
77,091
-26,138
| -25% | -$1.67M | 0.07% | 306 |
|
|
2022
Q2 | $7.3M | Sell |
103,229
-6,923
| -6% | -$489K | 0.07% | 283 |
|
|
2022
Q1 | $8.47M | Buy |
110,152
+19,165
| +21% | +$1.47M | 0.07% | 304 |
|
|
2021
Q4 | $7.92M | Hold |
90,987
| – | – | 0.06% | 326 |
|
|
2021
Q3 | $7.49M | Buy |
90,987
+80,352
| +756% | +$6.61M | 0.06% | 323 |
|
|
2021
Q2 | $869K | Hold |
10,635
| – | – | 0.01% | 541 |
|
|
2021
Q1 | $728K | Hold |
10,635
| – | – | 0.01% | 539 |
|
|
2020
Q4 | $718K | Hold |
10,635
| – | – | 0.01% | 530 |
|
|
2020
Q3 | $663K | Hold |
10,635
| – | – | 0.01% | 524 |
|
|
2020
Q2 | $604K | Buy |
+10,635
| New | +$604K | 0.01% | 529 |
|