Ellevest, Inc. Otis Worldwide Corp Transaction History

Ellevest, Inc.

$608 Million
Q2 2025

A detailed history of Ellevest, Inc. transactions in Otis Worldwide Corp stock. As of the latest transaction made, Ellevest, Inc. holds 6,412 shares of OTIS stock, worth $593,045. This represents 0.1% of its overall portfolio holdings.

Number of Shares

6,412

Previous 9,833 34.79%

Holding current value

$593,045

Previous $1.01 Million 37.48%

% of portfolio

0.1%

Previous 0.07%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$90.88 - $104.3 $310,900 - $356,810	-3,421 Reduced 34.79%	6,412 $634,000
Q1 2025 May 14, 2025	SELL	$90.77 - $104.01 $43,206 - $49,508	-476 Reduced 4.62%	9,833 $1.01 Million
Q4 2024 Feb 14, 2025	SELL	$92.57 - $106.01 $70,538 - $80,779	-762 Reduced 6.88%	10,309 $954,000
Q3 2024 Nov 13, 2024	SELL	$91.43 - $104.43 $227,752 - $260,135	-2,491 Reduced 18.37%	11,071 $1.15 Million
Q2 2024 Aug 14, 2024	BUY	$91.2 - $100.78 $99,225 - $109,648	1,088 Added 8.72%	13,562 $1.31 Million
Q1 2024 May 13, 2024	BUY	$85.45 - $100.22 $42,554 - $49,909	498 Added 4.16%	12,474 $1.24 Million
Q4 2023 Feb 06, 2024	BUY	$75.47 - $90.67 $209,882 - $252,153	2,781 Added 30.24%	11,976 $1.07 Million
Q3 2023 Nov 09, 2023	BUY	$79.29 - $90.96 $7,136 - $8,186	90 Added 0.99%	9,195 $738,000
Q2 2023 Aug 09, 2023	BUY	$78.49 - $89.01 $113,575 - $128,797	1,447 Added 18.9%	9,105 $810,000
Q1 2023 May 04, 2023	BUY	$79.11 - $86.93 $127,446 - $140,044	1,611 Added 26.64%	7,658 $646,000
Q4 2022 Feb 03, 2023	BUY	$64.12 - $80.96 $109,068 - $137,712	1,701 Added 39.14%	6,047 $473,000
Q3 2022 Nov 02, 2022	SELL	$63.8 - $81.75 $12,632 - $16,186	-198 Reduced 4.36%	4,346 $277,000
Q2 2022 Jul 18, 2022	SELL	$67.88 - $77.54 $12,218 - $13,957	-180 Reduced 3.81%	4,544 $321,000
Q1 2022 Apr 19, 2022	BUY	$71.98 - $86.95 $51,825 - $62,604	720 Added 17.98%	4,724 $364,000
Q4 2021 Jan 24, 2022	BUY	$79.72 - $87.07 $116,152 - $126,860	1,457 Added 57.2%	4,004 $349,000
Q3 2021 Oct 19, 2021	BUY	$82.0 - $92.37 $40,344 - $45,446	492 Added 23.94%	2,547 $210,000
Q2 2021 Jul 13, 2021	BUY	$69.23 - $82.08 $89,652 - $106,293	1,295 Added 170.39%	2,055 $168,000
Q1 2021 May 03, 2021	BUY	$62.24 - $69.91 $8,215 - $9,228	132 Added 21.02%	760 $52,000
Q4 2020 Feb 04, 2021	SELL	$58.99 - $67.55 $3,952 - $4,525	-67 Reduced 9.64%	628 $42,000
Q3 2020 Oct 26, 2020	BUY	$55.78 - $65.34 $6,693 - $7,840	120 Added 20.87%	695 $43,000
Q2 2020 Jul 06, 2020	BUY	$44.0 - $61.26 $25,300 - $35,224	575 New	575 $33,000

Others Institutions Holding OTIS

# of Institutions

1,420

Shares Held

375M

Call Options Held

656K

Put Options Held

304K

View Full List

About Otis Worldwide Corp

Ticker OTIS
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 416,585,984
Market Cap $38.5B
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...

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