Envestnet Asset Management Inc Otis Worldwide Corp Transaction History

Envestnet Asset Management Inc

$281 Billion
Q2 2024

A detailed history of Envestnet Asset Management Inc transactions in Otis Worldwide Corp stock. As of the latest transaction made, Envestnet Asset Management Inc holds 507,077 shares of OTIS stock, worth $49.8 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

507,077

Previous 506,032 0.21%

Holding current value

$49.8 Million

Previous $50.2 Million 2.83%

% of portfolio

0.02%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$91.2 - $100.78 $95,304 - $105,315	1,045 Added 0.21%	507,077 $48.8 Million
Q1 2024 May 13, 2024	SELL	$85.45 - $100.22 $807,673 - $947,279	-9,452 Reduced 1.83%	506,032 $50.2 Million
Q4 2023 Feb 13, 2024	BUY	$75.47 - $90.67 $2.39 Million - $2.87 Million	31,664 Added 6.54%	515,484 $46.1 Million
Q3 2023 Nov 13, 2023	BUY	$79.29 - $90.96 $8.61 Million - $9.88 Million	108,578 Added 28.94%	483,820 $38.9 Million
Q2 2023 Aug 04, 2023	BUY	$78.49 - $89.01 $3.51 Million - $3.98 Million	44,696 Added 13.52%	375,242 $33.4 Million
Q1 2023 May 11, 2023	BUY	$79.11 - $86.93 $2.41 Million - $2.65 Million	30,493 Added 10.16%	330,546 $27.9 Million
Q4 2022 Feb 07, 2023	BUY	$64.12 - $80.96 $1.52 Million - $1.92 Million	23,692 Added 8.57%	300,053 $23.5 Million
Q3 2022 Nov 10, 2022	BUY	$63.8 - $81.75 $307,260 - $393,708	4,816 Added 1.77%	276,361 $17.6 Million
Q2 2022 Aug 03, 2022	BUY	$67.88 - $77.54 $996,817 - $1.14 Million	14,685 Added 5.72%	271,545 $19.2 Million
Q1 2022 May 04, 2022	BUY	$71.98 - $86.95 $1.12 Million - $1.36 Million	15,599 Added 6.47%	256,860 $19.8 Million
Q4 2021 Feb 04, 2022	BUY	$79.72 - $87.07 $2.92 Million - $3.19 Million	36,636 Added 17.9%	241,261 $21 Million
Q3 2021 Oct 07, 2021	BUY	$82.0 - $92.37 $1.1 Million - $1.24 Million	13,464 Added 7.04%	204,625 $16.8 Million
Q2 2021 Aug 04, 2021	BUY	$69.23 - $82.08 $404,857 - $480,003	5,848 Added 3.16%	191,161 $15.6 Million
Q1 2021 May 04, 2021	BUY	$62.24 - $69.91 $2.2 Million - $2.47 Million	35,311 Added 23.54%	185,313 $12.7 Million
Q4 2020 Feb 02, 2021	SELL	$58.99 - $67.55 $868,391 - $994,403	-14,721 Reduced 8.94%	150,002 $10.1 Million
Q3 2020 Oct 09, 2020	BUY	$55.78 - $65.34 $1.53 Million - $1.79 Million	27,390 Added 19.94%	164,723 $10.3 Million
Q2 2020 Jul 08, 2020	BUY	$44.0 - $61.26 $6.04 Million - $8.41 Million	137,333 New	137,333 $7.81 Million

Others Institutions Holding OTIS

# of Institutions

1,305

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 $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...

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Envestnet Asset Management Inc Otis Worldwide Corp Transaction History