Davidson Investment Advisors Otis Worldwide Corp Transaction History

Davidson Investment Advisors

$1.93 Billion
Q1 2024

A detailed history of Davidson Investment Advisors transactions in Otis Worldwide Corp stock. As of the latest transaction made, Davidson Investment Advisors holds 218,409 shares of OTIS stock, worth $21 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

218,409

Previous 211,794 3.12%

Holding current value

$21 Million

Previous $18.9 Million 14.42%

% of portfolio

1.13%

Previous 1.09%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$85.45 - $100.22 $565,251 - $662,955	6,615 Added 3.12%	218,409 $21.7 Million
Q4 2023 Feb 09, 2024	BUY	$75.47 - $90.67 $301,125 - $361,773	3,990 Added 1.92%	211,794 $18.9 Million
Q3 2023 Nov 08, 2023	BUY	$79.29 - $90.96 $281,479 - $322,908	3,550 Added 1.74%	207,804 $16.7 Million
Q2 2023 Aug 10, 2023	BUY	$78.49 - $89.01 $17,503 - $19,849	223 Added 0.11%	204,254 $18.2 Million
Q1 2023 Aug 22, 2023	SELL	$79.11 - $86.93 $17,641 - $19,385	-223 Reduced 0.11%	204,031 $17.2 Million

Q1 2023 May 02, 2023	BUY	$79.11 - $86.93 $1.58 Million - $1.73 Million	19,956 Added 10.84%	204,031 $17.2 Million
Q4 2022 Feb 02, 2023	BUY	$64.12 - $80.96 $93,999 - $118,687	1,466 Added 0.8%	184,075 $14.4 Million
Q3 2022 Nov 07, 2022	BUY	$63.8 - $81.75 $408,766 - $523,772	6,407 Added 3.64%	182,609 $11.7 Million
Q2 2022 Jul 27, 2022	BUY	$67.88 - $77.54 $34,483 - $39,390	508 Added 0.29%	176,202 $12.5 Million
Q1 2022 May 12, 2022	BUY	$71.98 - $86.95 $183,261 - $221,374	2,546 Added 1.47%	175,694 $13.5 Million
Q4 2021 Jan 28, 2022	SELL	$79.72 - $87.07 $13,632 - $14,888	-171 Reduced 0.1%	173,148 $15.1 Million
Q3 2021 Nov 03, 2021	BUY	$82.0 - $92.37 $501,020 - $564,380	6,110 Added 3.65%	173,319 $14.3 Million
Q2 2021 Aug 10, 2021	SELL	$69.23 - $82.08 $58,568 - $69,439	-846 Reduced 0.5%	167,209 $13.7 Million
Q1 2021 May 07, 2021	BUY	$62.24 - $69.91 $464,621 - $521,878	7,465 Added 4.65%	168,055 $11.5 Million
Q4 2020 Feb 10, 2021	BUY	$58.99 - $67.55 $1.66 Million - $1.9 Million	28,091 Added 21.2%	160,590 $10.8 Million
Q3 2020 Nov 02, 2020	SELL	$55.78 - $65.34 $61,748 - $72,331	-1,107 Reduced 0.83%	132,499 $8.27 Million
Q2 2020 Aug 10, 2020	BUY	$44.0 - $61.26 $5.88 Million - $8.18 Million	133,606 New	133,606 $7.6 Million

Others Institutions Holding OTIS

# of Institutions

1,282

Shares Held

341M

Call Options Held

1.46M

Put Options Held

423K

View Full List

About Otis Worldwide Corp

Ticker OTIS
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 416,585,984
Market Cap $40B
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...

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Davidson Investment Advisors Otis Worldwide Corp Transaction History