Efg Asset Management (Americas) Corp. Otis Worldwide Corp Transaction History

Efg Asset Management (Americas) Corp.

$508 Million
Q2 2024

A detailed history of Efg Asset Management (Americas) Corp. transactions in Otis Worldwide Corp stock. As of the latest transaction made, Efg Asset Management (Americas) Corp. holds 77,658 shares of OTIS stock, worth $8.11 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares

77,658

Previous 55,373 40.25%

Holding current value

$8.11 Million

Previous $5.5 Million 36.01%

% of portfolio

1.47%

Previous 1.68%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	BUY	$91.2 - $100.78 $2.03 Million - $2.25 Million	22,285 Added 40.25%	77,658 $7.48 Million
Q1 2024 Apr 22, 2024	SELL	$85.45 - $100.22 $1.93 Million - $2.27 Million	-22,624 Reduced 29.01%	55,373 $5.5 Million
Q4 2023 Feb 01, 2024	SELL	$75.47 - $90.67 $236,296 - $283,887	-3,131 Reduced 3.86%	77,997 $6.98 Million
Q3 2023 Nov 09, 2023	BUY	$79.29 - $90.96 $35,363 - $40,568	446 Added 0.55%	81,128 $6.52 Million
Q2 2023 Aug 29, 2023	SELL	$78.49 - $89.01 $315,215 - $357,464	-4,016 Reduced 4.74%	80,682 $7.18 Million
Q1 2023 May 04, 2023	BUY	$79.11 - $86.93 $1.13 Million - $1.24 Million	14,283 Added 20.28%	84,698 $7.15 Million
Q4 2022 Feb 09, 2023	SELL	$64.12 - $80.96 $1.14 Million - $1.44 Million	-17,803 Reduced 20.18%	70,415 $5.51 Million
Q3 2022 Nov 07, 2022	SELL	$63.8 - $81.75 $298,456 - $382,426	-4,678 Reduced 5.04%	88,218 $5.65 Million
Q2 2022 Jul 13, 2022	SELL	$67.88 - $77.54 $169,156 - $193,229	-2,492 Reduced 2.61%	92,896 $6.58 Million
Q1 2022 May 05, 2022	SELL	$71.98 - $86.95 $2.53 Million - $3.06 Million	-35,215 Reduced 26.96%	95,388 $7.36 Million
Q4 2021 Jan 24, 2022	SELL	$79.72 - $87.07 $130,023 - $142,011	-1,631 Reduced 1.23%	130,603 $11.4 Million
Q3 2021 Oct 22, 2021	BUY	$82.0 - $92.37 $1.79 Million - $2.01 Million	21,787 Added 19.73%	132,234 $10.9 Million
Q2 2021 Jul 23, 2021	BUY	$69.23 - $82.08 $140,190 - $166,212	2,025 Added 1.87%	110,447 $9.05 Million
Q1 2021 Apr 09, 2021	BUY	$62.24 - $69.91 $219,271 - $246,292	3,523 Added 3.36%	108,422 $7.44 Million
Q4 2020 Feb 05, 2021	BUY	$58.99 - $67.55 $292,000 - $334,372	4,950 Added 4.95%	104,899 $7.09 Million
Q3 2020 Nov 06, 2020	BUY	$55.78 - $65.34 $4.79 Million - $5.61 Million	85,927 Added 612.8%	99,949 $6.24 Million
Q2 2020 Jul 30, 2020	BUY	$44.0 - $61.26 $616,968 - $858,987	14,022 New	14,022 $797,000

Others Institutions Holding OTIS

# of Institutions

1,297

Shares Held

356M

Call Options Held

1.3M

Put Options Held

437K

View Full List

About Otis Worldwide Corp

Ticker OTIS
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 416,585,984
Market Cap $43.5B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Efg Asset Management (Americas) Corp., based on Form 13F filings with the SEC.

News

Stay updated on Efg Asset Management (Americas) Corp. with notifications on news.

Account

Efg Asset Management (Americas) Corp. Otis Worldwide Corp Transaction History