Utah Retirement Systems’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 | $6.49M | Sell |
65,552
-600
| -0.9% | -$59.4K | 0.07% | 269 |
|
|
2025
Q1 | $6.83M | Hold |
66,152
| – | – | 0.08% | 241 |
|
|
2024
Q4 | $6.13M | Sell |
66,152
-700
| -1% | -$64.8K | 0.07% | 266 |
|
|
2024
Q3 | $6.95M | Buy |
66,852
+300
| +0.5% | +$31.2K | 0.08% | 237 |
|
|
2024
Q2 | $6.41M | Sell |
66,552
-4,900
| -7% | -$472K | 0.08% | 234 |
|
|
2024
Q1 | $7.09M | Hold |
71,452
| – | – | 0.08% | 246 |
|
|
2023
Q4 | $6.39M | Buy |
71,452
+400
| +0.6% | +$35.8K | 0.08% | 249 |
|
|
2023
Q3 | $5.71M | Buy |
71,052
+200
| +0.3% | +$16.1K | 0.08% | 252 |
|
|
2023
Q2 | $6.31M | Sell |
70,852
-3,300
| -4% | -$294K | 0.09% | 235 |
|
|
2023
Q1 | $6.26M | Buy |
74,152
+200
| +0.3% | +$16.9K | 0.09% | 235 |
|
|
2022
Q4 | $5.79M | Sell |
73,952
-1,900
| -3% | -$149K | 0.09% | 234 |
|
|
2022
Q3 | $4.84M | Buy |
75,852
+300
| +0.4% | +$19.1K | 0.08% | 260 |
|
|
2022
Q2 | $5.34M | Sell |
75,552
-300
| -0.4% | -$21.2K | 0.09% | 234 |
|
|
2022
Q1 | $5.84M | Sell |
75,852
-1,500
| -2% | -$115K | 0.08% | 251 |
|
|
2021
Q4 | $6.74M | Sell |
77,352
-400
| -0.5% | -$34.8K | 0.08% | 243 |
|
|
2021
Q3 | $6.4M | Sell |
77,752
-4,100
| -5% | -$337K | 0.09% | 233 |
|
|
2021
Q2 | $6.69M | Sell |
81,852
-100
| -0.1% | -$8.18K | 0.09% | 234 |
|
|
2021
Q1 | $5.61M | Sell |
81,952
-3,700
| -4% | -$253K | 0.08% | 262 |
|
|
2020
Q4 | $5.79M | Buy |
85,652
+3,500
| +4% | +$236K | 0.08% | 252 |
|
|
2020
Q3 | $5.13M | Buy |
82,152
+600
| +0.7% | +$37.5K | 0.09% | 223 |
|
|
2020
Q2 | $4.64M | Buy |
+81,552
| New | +$4.64M | 0.09% | 232 |
|