A detailed history of Aureus Asset Management, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Aureus Asset Management, LLC holds 43,301 shares of OTIS stock, worth $4.44 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
43,301
Previous 43,651 0.8%
Holding current value
$4.44 Million
Previous $4.2 Million 7.12%
% of portfolio
0.3%
Previous 0.29%

Shares

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

Nov 14, 2024

SELL
$91.43 - $104.43 $32,000 - $36,550
-350 Reduced 0.8%
43,301 $4.5 Million
Q2 2024

Aug 13, 2024

SELL
$91.2 - $100.78 $68,126 - $75,282
-747 Reduced 1.68%
43,651 $4.2 Million
Q1 2024

May 13, 2024

BUY
$85.45 - $100.22 $47,082 - $55,221
551 Added 1.26%
44,398 $4.41 Million
Q4 2023

Feb 14, 2024

SELL
$75.47 - $90.67 $112,374 - $135,007
-1,489 Reduced 3.28%
43,847 $3.92 Million
Q3 2023

Nov 13, 2023

SELL
$79.29 - $90.96 $258,406 - $296,438
-3,259 Reduced 6.71%
45,336 $3.64 Million
Q2 2023

Aug 11, 2023

SELL
$78.49 - $89.01 $219,536 - $248,960
-2,797 Reduced 5.44%
48,595 $4.33 Million
Q1 2023

May 12, 2023

BUY
$79.11 - $86.93 $405,043 - $445,081
5,120 Added 11.07%
51,392 $4.34 Million
Q4 2022

Feb 14, 2023

BUY
$64.12 - $80.96 $444,992 - $561,862
6,940 Added 17.64%
46,272 $3.62 Million
Q3 2022

Nov 14, 2022

SELL
$63.8 - $81.75 $278,742 - $357,165
-4,369 Reduced 10.0%
39,332 $2.51 Million
Q2 2022

Aug 15, 2022

BUY
$67.88 - $77.54 $643,977 - $735,621
9,487 Added 27.73%
43,701 $3.09 Million
Q1 2022

May 12, 2022

BUY
$71.98 - $86.95 $38,221 - $46,170
531 Added 1.58%
34,214 $2.63 Million
Q4 2021

Feb 14, 2022

BUY
$79.72 - $87.07 $422,516 - $461,470
5,300 Added 18.67%
33,683 $2.93 Million
Q3 2021

Nov 12, 2021

BUY
$82.0 - $92.37 $70,602 - $79,530
861 Added 3.13%
28,383 $2.34 Million
Q2 2021

Aug 16, 2021

BUY
$69.23 - $82.08 $1.91 Million - $2.26 Million
27,522 New
27,522 $2.25 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 $42.7B
  • 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 Aureus Asset Management, LLC Portfolio

Follow Aureus Asset Management, 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 Aureus Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aureus Asset Management, LLC with notifications on news.