A detailed history of Forum Financial Management, LP transactions in Otis Worldwide Corp stock. As of the latest transaction made, Forum Financial Management, LP holds 2,582 shares of OTIS stock, worth $263,286. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,582
Previous 2,577 0.19%
Holding current value
$263,286
Previous $248,000 8.06%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 29, 2024

BUY
$91.43 - $104.43 $457 - $522
5 Added 0.19%
2,582 $268,000
Q2 2024

Jul 30, 2024

BUY
$91.2 - $100.78 $182 - $201
2 Added 0.08%
2,577 $248,000
Q1 2024

May 09, 2024

SELL
$85.45 - $100.22 $38,281 - $44,898
-448 Reduced 14.82%
2,575 $255,000
Q4 2023

Feb 07, 2024

SELL
$75.47 - $90.67 $34,187 - $41,073
-453 Reduced 13.03%
3,023 $270,000
Q2 2023

Jul 26, 2023

BUY
$78.49 - $89.01 $33,515 - $38,007
427 Added 14.0%
3,476 $309,000
Q4 2022

Jan 24, 2023

BUY
$64.12 - $80.96 $195,501 - $246,847
3,049 New
3,049 $0
Q2 2022

Aug 15, 2022

BUY
$67.88 - $77.54 $5,498 - $6,280
81 Added 2.8%
2,975 $210,000
Q1 2022

May 16, 2022

BUY
$71.98 - $86.95 $32,750 - $39,562
455 Added 18.66%
2,894 $222,000
Q4 2021

Feb 18, 2022

BUY
$79.72 - $87.07 $194,437 - $212,363
2,439 New
2,439 $212,000

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 $42.5B
  • 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
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