A detailed history of Allied Investment Advisors, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Allied Investment Advisors, LLC holds 103,500 shares of OTIS stock, worth $10.3 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares
103,500
Previous 101,951 1.52%
Holding current value
$10.3 Million
Previous $9.81 Million 9.62%
% of portfolio
2.13%
Previous 2.3%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024

BUY
$91.43 - $104.43 $141,625 - $161,762
1,549 Added 1.52%
103,500 $10.8 Million
Q2 2024

Jul 12, 2024

BUY
$91.2 - $100.78 $147,014 - $162,457
1,612 Added 1.61%
101,951 $9.81 Million
Q1 2024

Apr 11, 2024

BUY
$85.45 - $100.22 $206,276 - $241,931
2,414 Added 2.47%
100,339 $9.96 Million
Q4 2023

Jan 09, 2024

BUY
$75.47 - $90.67 $99,469 - $119,503
1,318 Added 1.36%
97,925 $8.76 Million
Q3 2023

Oct 05, 2023

BUY
$79.29 - $90.96 $89,994 - $103,239
1,135 Added 1.19%
96,607 $7.76 Million
Q2 2023

Jul 10, 2023

BUY
$78.49 - $89.01 $372,827 - $422,797
4,750 Added 5.24%
95,472 $8.5 Million
Q1 2023

Apr 17, 2023

BUY
$79.11 - $86.93 $209,641 - $230,364
2,650 Added 3.01%
90,722 $7.66 Million
Q4 2022

Jan 12, 2023

BUY
$64.12 - $80.96 $304,249 - $384,155
4,745 Added 5.69%
88,072 $0
Q3 2022

Oct 13, 2022

BUY
$63.8 - $81.75 $190,698 - $244,350
2,989 Added 3.72%
83,327 $5.32 Million
Q2 2022

Jul 13, 2022

BUY
$67.88 - $77.54 $260,387 - $297,443
3,836 Added 5.01%
80,338 $5.68 Million
Q1 2022

Apr 11, 2022

BUY
$71.98 - $86.95 $420,795 - $508,309
5,846 Added 8.27%
76,502 $5.89 Million
Q4 2021

Jan 20, 2022

BUY
$79.72 - $87.07 $112,245 - $122,594
1,408 Added 2.03%
70,656 $6.15 Million
Q3 2021

Oct 13, 2021

SELL
$82.0 - $92.37 $29,192 - $32,883
-356 Reduced 0.51%
69,248 $5.7 Million
Q2 2021

Jul 16, 2021

BUY
$69.23 - $82.08 $472,148 - $559,785
6,820 Added 10.86%
69,604 $5.69 Million
Q1 2021

Apr 20, 2021

BUY
$62.24 - $69.91 $298,938 - $335,777
4,803 Added 8.28%
62,784 $4.3 Million
Q4 2020

Jan 19, 2021

BUY
$58.99 - $67.55 $324,975 - $372,132
5,509 Added 10.5%
57,981 $3.92 Million
Q3 2020

Oct 13, 2020

BUY
$55.78 - $65.34 $182,289 - $213,531
3,268 Added 6.64%
52,472 $3.28 Million
Q2 2020

Jul 10, 2020

BUY
$44.0 - $61.26 $2.16 Million - $3.01 Million
49,204 New
49,204 $2.8 Million

Others Institutions Holding OTIS

About Otis Worldwide Corp


  • Ticker OTIS
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 416,585,984
  • Market Cap $41.5B
  • Description
  • Otis Worldwide Corporation manufactures, installs, and services elevators and escalators in the United States, China, and internationally. The company operates in two segments, New Equipment and Service. The New Equipment segment designs, manufactures, sells, and installs a range of passenger and freight elevators, as well as escalators and movi...
More about OTIS
Track This Portfolio

Track Allied Investment Advisors, LLC Portfolio

Follow Allied Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allied Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allied Investment Advisors, LLC with notifications on news.