A detailed history of First Foundation Advisors transactions in Otis Worldwide Corp stock. As of the latest transaction made, First Foundation Advisors holds 2,439 shares of OTIS stock, worth $246,826. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,439
Previous 3,059 20.27%
Holding current value
$246,826
Previous $294,000 13.95%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024

SELL
$91.43 - $104.43 $56,686 - $64,746
-620 Reduced 20.27%
2,439 $253,000
Q2 2024

Aug 06, 2024

SELL
$91.2 - $100.78 $43,502 - $48,072
-477 Reduced 13.49%
3,059 $294,000
Q1 2024

May 09, 2024

BUY
$85.45 - $100.22 $3,503 - $4,109
41 Added 1.17%
3,536 $351,000
Q4 2023

Feb 14, 2024

SELL
$75.47 - $90.67 $44,678 - $53,676
-592 Reduced 14.48%
3,495 $312,000
Q3 2023

Nov 15, 2023

BUY
$79.29 - $90.96 $324,058 - $371,753
4,087 New
4,087 $328,000
Q1 2023

May 12, 2023

BUY
$79.11 - $86.93 $4,746 - $5,215
60 Added 2.13%
2,883 $243,000
Q4 2022

Feb 14, 2023

SELL
$64.12 - $80.96 $24,814 - $31,331
-387 Reduced 12.06%
2,823 $221,000
Q3 2022

Nov 10, 2022

SELL
$63.8 - $81.75 $424,908 - $544,455
-6,660 Reduced 67.48%
3,210 $205,000
Q3 2022

Nov 10, 2022

SELL
$63.8 - $81.75 $424,908 - $544,455
-6,660 Reduced 67.48%
3,210 $205,000
Q2 2022

Aug 12, 2022

SELL
$67.88 - $77.54 $130,058 - $148,566
-1,916 Reduced 16.26%
9,870 $698,000
Q1 2022

May 05, 2022

BUY
$71.98 - $86.95 $57,296 - $69,212
796 Added 7.24%
11,786 $907,000
Q4 2021

Feb 14, 2022

BUY
$79.72 - $87.07 $876,122 - $956,899
10,990 New
10,990 $957,000

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 $42.2B
  • 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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