Graybill Bartz & Assoc LTD Otis Worldwide Corp Transaction History

Graybill Bartz & Assoc LTD

$249 Million
Q3 2024

A detailed history of Graybill Bartz & Assoc LTD transactions in Otis Worldwide Corp stock. As of the latest transaction made, Graybill Bartz & Assoc LTD holds 53,889 shares of OTIS stock, worth $5.39 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares

53,889

Previous 54,214 0.6%

Holding current value

$5.39 Million

Previous $5.22 Million 7.34%

% of portfolio

2.25%

Previous 2.2%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$91.43 - $104.43 $29,714 - $33,939	-325 Reduced 0.6%	53,889 $5.6 Million
Q2 2024 Jul 22, 2024	BUY	$91.2 - $100.78 $62,928 - $69,538	690 Added 1.29%	54,214 $5.22 Million
Q1 2024 Apr 15, 2024	BUY	$85.45 - $100.22 $1,709 - $2,004	20 Added 0.04%	53,524 $5.31 Million
Q4 2023 Feb 08, 2024	SELL	$75.47 - $90.67 $75,243 - $90,397	-997 Reduced 1.83%	53,504 $4.79 Million
Q3 2023 Nov 03, 2023	BUY	$79.29 - $90.96 $52,172 - $59,851	658 Added 1.22%	54,501 $4.38 Million
Q2 2023 Jul 21, 2023	BUY	$78.49 - $89.01 $75,821 - $85,983	966 Added 1.83%	53,843 $4.79 Million
Q1 2023 Apr 27, 2023	SELL	$79.11 - $86.93 $74,838 - $82,235	-946 Reduced 1.76%	52,877 $4.46 Million
Q4 2022 Jan 23, 2023	BUY	$64.12 - $80.96 $13,849 - $17,487	216 Added 0.4%	53,823 $0
Q3 2022 Oct 28, 2022	SELL	$63.8 - $81.75 $13,398 - $17,167	-210 Reduced 0.39%	53,607 $3.42 Million
Q2 2022 Jul 29, 2022	SELL	$67.88 - $77.54 $93,878 - $107,237	-1,383 Reduced 2.51%	53,817 $3.8 Million
Q1 2022 May 12, 2022	BUY	$71.98 - $86.95 $70,756 - $85,471	983 Added 1.81%	55,200 $4.25 Million
Q4 2021 Jan 28, 2022	BUY	$79.72 - $87.07 $45,520 - $49,716	571 Added 1.06%	54,217 $4.72 Million
Q3 2021 Oct 22, 2021	SELL	$82.0 - $92.37 $4.41 Million - $4.97 Million	-53,820 Closed	0 $0
Q2 2021 Jul 27, 2021	SELL	$69.23 - $82.08 $19,799 - $23,474	-286 Reduced 0.53%	53,820 $4.4 Million
Q1 2021 Apr 19, 2021	BUY	$62.24 - $69.91 $60,123 - $67,533	966 Added 1.82%	54,106 $3.7 Million
Q4 2020 Jan 20, 2021	BUY	$58.99 - $67.55 $1,179 - $1,351	20 Added 0.04%	53,140 $3.59 Million
Q3 2020 Oct 19, 2020	BUY	$55.78 - $65.34 $3,402 - $3,985	61 Added 0.11%	53,120 $3.32 Million
Q2 2020 Jul 20, 2020	BUY	$44.0 - $61.26 $2.33 Million - $3.25 Million	53,059 New	53,059 $3.02 Million

Others Institutions Holding OTIS

# of Institutions

1,322

Shares Held

356M

Call Options Held

1.52M

Put Options Held

818K

View Full List

About Otis Worldwide Corp

Ticker OTIS
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 416,585,984
Market Cap $41.6B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Graybill Bartz & Assoc LTD, based on Form 13F filings with the SEC.

News

Stay updated on Graybill Bartz & Assoc LTD with notifications on news.

Account

Graybill Bartz & Assoc LTD Otis Worldwide Corp Transaction History