A detailed history of Freestone Capital Holdings, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Freestone Capital Holdings, LLC holds 5,300 shares of OTIS stock, worth $543,038. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,300
Previous 5,281 0.36%
Holding current value
$543,038
Previous $508,000 8.27%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024

BUY
$91.43 - $104.43 $1,737 - $1,984
19 Added 0.36%
5,300 $550,000
Q2 2024

Nov 22, 2024

SELL
$91.2 - $100.78 $729 - $806
-8 Reduced 0.15%
5,281 $508,000
Q2 2024

Aug 13, 2024

SELL
$91.2 - $100.78 $729 - $806
-8 Reduced 0.15%
5,281 $508,000
Q1 2024

Nov 22, 2024

SELL
$85.45 - $100.22 $939 - $1,102
-11 Reduced 0.21%
5,289 $525,000
Q1 2024

May 14, 2024

SELL
$85.45 - $100.22 $2,563 - $3,006
-30 Reduced 0.56%
5,289 $525,000
Q4 2023

Feb 13, 2024

SELL
$75.47 - $90.67 $377 - $453
-5 Reduced 0.09%
5,319 $475,000
Q3 2023

Nov 14, 2023

SELL
$79.29 - $90.96 $9,752 - $11,188
-123 Reduced 2.26%
5,324 $427,000
Q2 2023

Aug 09, 2023

BUY
$78.49 - $89.01 $8,633 - $9,791
110 Added 2.06%
5,447 $484,000
Q1 2023

May 12, 2023

SELL
$79.11 - $86.93 $7,594 - $8,345
-96 Reduced 1.77%
5,337 $450,000
Q4 2022

Feb 13, 2023

BUY
$64.12 - $80.96 $13,016 - $16,434
203 Added 3.88%
5,433 $425,000
Q3 2022

Nov 09, 2022

SELL
$63.8 - $81.75 $7,592 - $9,728
-119 Reduced 2.22%
5,230 $334,000
Q2 2022

Aug 09, 2022

SELL
$67.88 - $77.54 $103,924 - $118,713
-1,531 Reduced 22.25%
5,349 $378,000
Q1 2022

May 12, 2022

BUY
$71.98 - $86.95 $87,887 - $106,165
1,221 Added 21.58%
6,880 $529,000
Q4 2021

Feb 14, 2022

BUY
$79.72 - $87.07 $213,490 - $233,173
2,678 Added 89.84%
5,659 $493,000
Q3 2021

Nov 15, 2021

BUY
$82.0 - $92.37 $9,594 - $10,807
117 Added 4.09%
2,981 $245,000
Q2 2021

Aug 16, 2021

BUY
$69.23 - $82.08 $198,274 - $235,077
2,864 New
2,864 $234,000
Q1 2021

May 17, 2021

SELL
$62.24 - $69.91 $186,906 - $209,939
-3,003 Closed
0 $0
Q3 2020

Nov 06, 2020

SELL
$55.78 - $65.34 $55,668 - $65,209
-998 Reduced 24.94%
3,003 $187,000
Q2 2020

Aug 04, 2020

BUY
$44.0 - $61.26 $176,044 - $245,101
4,001 New
4,001 $227,000

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
Track This Portfolio

Track Freestone Capital Holdings, LLC Portfolio

Follow Freestone Capital Holdings, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Freestone Capital Holdings, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Freestone Capital Holdings, LLC with notifications on news.