A detailed history of Excalibur Management Corp transactions in Otis Worldwide Corp stock. As of the latest transaction made, Excalibur Management Corp holds 4,536 shares of OTIS stock, worth $465,030. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,536
Previous 4,727 4.04%
Holding current value
$465,030
Previous $455,000 3.52%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Nov 14, 2024

SELL
$91.43 - $104.43 $17,463 - $19,946
-191 Reduced 4.04%
4,536 $471,000
Q2 2024

Aug 09, 2024

SELL
$91.2 - $100.78 $2,644 - $2,922
-29 Reduced 0.61%
4,727 $455,000
Q1 2024

May 13, 2024

BUY
$85.45 - $100.22 $2,050 - $2,405
24 Added 0.51%
4,756 $472,000
Q4 2023

Feb 12, 2024

SELL
$75.47 - $90.67 $6,867 - $8,250
-91 Reduced 1.89%
4,732 $423,000
Q2 2023

Aug 08, 2023

SELL
$78.49 - $89.01 $13,500 - $15,309
-172 Reduced 3.44%
4,823 $429,000
Q1 2023

May 05, 2023

SELL
$79.11 - $86.93 $3,718 - $4,085
-47 Reduced 0.93%
4,995 $421,000
Q4 2022

Feb 10, 2023

BUY
$64.12 - $80.96 $320 - $404
5 Added 0.1%
5,042 $394,000
Q3 2022

Nov 04, 2022

SELL
$63.8 - $81.75 $3,126 - $4,005
-49 Reduced 0.96%
5,037 $321,000
Q2 2022

Jul 25, 2022

SELL
$67.88 - $77.54 $47,244 - $53,967
-696 Reduced 12.04%
5,086 $359,000
Q1 2022

May 03, 2022

SELL
$71.98 - $86.95 $1,871 - $2,260
-26 Reduced 0.45%
5,782 $445,000
Q4 2021

Feb 10, 2022

SELL
$79.72 - $87.07 $637 - $696
-8 Reduced 0.14%
5,808 $506,000
Q3 2021

Oct 28, 2021

SELL
$82.0 - $92.37 $656 - $738
-8 Reduced 0.14%
5,816 $479,000
Q2 2021

Jul 26, 2021

SELL
$69.23 - $82.08 $1,176 - $1,395
-17 Reduced 0.29%
5,824 $476,000
Q1 2021

May 03, 2021

SELL
$62.24 - $69.91 $9,211 - $10,346
-148 Reduced 2.47%
5,841 $400,000
Q4 2020

Jan 26, 2021

SELL
$58.99 - $67.55 $55,037 - $63,024
-933 Reduced 13.48%
5,989 $405,000
Q3 2020

Nov 02, 2020

BUY
$55.78 - $65.34 $223 - $261
4 Added 0.06%
6,922 $432,000
Q2 2020

Aug 14, 2020

BUY
$44.0 - $61.26 $304,392 - $423,796
6,918 New
6,918 $393,000

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 $42.7B
  • 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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