A detailed history of Clifford Swan Investment Counsel LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 44,586 shares of OTIS stock, worth $4.57 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
44,586
Previous 45,539 2.09%
Holding current value
$4.57 Million
Previous $4.38 Million 5.73%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Nov 14, 2024

SELL
$91.43 - $104.43 $87,132 - $99,521
-953 Reduced 2.09%
44,586 $4.63 Million
Q2 2024

Aug 06, 2024

SELL
$91.2 - $100.78 $126,585 - $139,882
-1,388 Reduced 2.96%
45,539 $4.38 Million
Q1 2024

Apr 16, 2024

SELL
$85.45 - $100.22 $16,491 - $19,342
-193 Reduced 0.41%
46,927 $4.66 Million
Q4 2023

Feb 06, 2024

SELL
$75.47 - $90.67 $60,753 - $72,989
-805 Reduced 1.68%
47,120 $4.22 Million
Q3 2023

Nov 09, 2023

SELL
$79.29 - $90.96 $52,569 - $60,306
-663 Reduced 1.36%
47,925 $3.85 Million
Q2 2023

Aug 03, 2023

SELL
$78.49 - $89.01 $29,904 - $33,912
-381 Reduced 0.78%
48,588 $4.32 Million
Q1 2023

May 05, 2023

SELL
$79.11 - $86.93 $91,372 - $100,404
-1,155 Reduced 2.3%
48,969 $4.13 Million
Q4 2022

Feb 02, 2023

SELL
$64.12 - $80.96 $9,810 - $12,386
-153 Reduced 0.3%
50,124 $3.92 Million
Q3 2022

Nov 04, 2022

BUY
$63.8 - $81.75 $59,908 - $76,763
939 Added 1.9%
50,277 $3.21 Million
Q2 2022

Aug 04, 2022

SELL
$67.88 - $77.54 $95,099 - $108,633
-1,401 Reduced 2.76%
49,338 $3.49 Million
Q1 2022

May 03, 2022

SELL
$71.98 - $86.95 $180,453 - $217,983
-2,507 Reduced 4.71%
50,739 $3.9 Million
Q4 2021

Feb 11, 2022

SELL
$79.72 - $87.07 $23,597 - $25,772
-296 Reduced 0.55%
53,246 $4.64 Million
Q3 2021

Nov 02, 2021

SELL
$82.0 - $92.37 $620,084 - $698,501
-7,562 Reduced 12.38%
53,542 $4.41 Million
Q2 2021

Aug 05, 2021

SELL
$69.23 - $82.08 $415,864 - $493,054
-6,007 Reduced 8.95%
61,104 $5.55 Million
Q1 2021

May 07, 2021

BUY
$62.24 - $69.91 $108,857 - $122,272
1,749 Added 2.68%
67,111 $4.59 Million
Q4 2020

Feb 11, 2021

SELL
$58.99 - $67.55 $78,397 - $89,773
-1,329 Reduced 1.99%
65,362 $4.42 Million
Q3 2020

Oct 30, 2020

SELL
$55.78 - $65.34 $40,886 - $47,894
-733 Reduced 1.09%
66,691 $4.16 Million
Q2 2020

Aug 06, 2020

BUY
$44.0 - $61.26 $2.97 Million - $4.13 Million
67,424 New
67,424 $3.83 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
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