A detailed history of Donaldson Capital Management, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Donaldson Capital Management, LLC holds 3,208 shares of OTIS stock, worth $315,025. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,208
Previous 3,227 0.59%
Holding current value
$315,025
Previous $310,000 7.42%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 29, 2024

SELL
$91.43 - $104.43 $1,737 - $1,984
-19 Reduced 0.59%
3,208 $333,000
Q1 2024

Apr 22, 2024

SELL
$85.45 - $100.22 $6,152 - $7,215
-72 Reduced 2.18%
3,227 $320,000
Q4 2023

Jan 30, 2024

SELL
$75.47 - $90.67 $26,112 - $31,371
-346 Reduced 9.49%
3,299 $295,000
Q3 2023

Oct 11, 2023

SELL
$79.29 - $90.96 $31,795 - $36,474
-401 Reduced 9.91%
3,645 $292,000
Q2 2023

Jul 17, 2023

SELL
$78.49 - $89.01 $29,904 - $33,912
-381 Reduced 8.61%
4,046 $360,000
Q1 2023

Apr 13, 2023

BUY
$79.11 - $86.93 $158 - $173
2 Added 0.05%
4,427 $373,000
Q4 2022

Feb 08, 2023

SELL
$64.12 - $80.96 $8,335 - $10,524
-130 Reduced 2.85%
4,425 $346,000
Q3 2022

Oct 13, 2022

SELL
$63.8 - $81.75 $20,033 - $25,669
-314 Reduced 6.45%
4,555 $291,000
Q2 2022

Aug 11, 2022

SELL
$67.88 - $77.54 $26,269 - $30,007
-387 Reduced 7.36%
4,869 $344,000
Q1 2022

May 13, 2022

SELL
$71.98 - $86.95 $4,318 - $5,217
-60 Reduced 1.13%
5,256 $404,000
Q4 2021

Jan 21, 2022

SELL
$79.72 - $87.07 $9,965 - $10,883
-125 Reduced 2.3%
5,316 $463,000
Q3 2021

Nov 04, 2021

SELL
$82.0 - $92.37 $55,514 - $62,534
-677 Reduced 11.07%
5,441 $448,000
Q2 2021

Jul 28, 2021

SELL
$69.23 - $82.08 $11,699 - $13,871
-169 Reduced 2.69%
6,118 $500,000
Q1 2021

May 05, 2021

SELL
$62.24 - $69.91 $64,791 - $72,776
-1,041 Reduced 14.21%
6,287 $430,000
Q4 2020

Jan 11, 2021

SELL
$58.99 - $67.55 $4,070 - $4,660
-69 Reduced 0.93%
7,328 $495,000
Q3 2020

Nov 02, 2020

SELL
$55.78 - $65.34 $103,583 - $121,336
-1,857 Reduced 20.07%
7,397 $461,000
Q2 2020

Jul 27, 2020

BUY
$44.0 - $61.26 $407,176 - $566,900
9,254 New
9,254 $526,000

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 $40.9B
  • 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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