A detailed history of Lifeworks Advisors, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 44,005 shares of OTIS stock, worth $4.39 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
44,005
Previous 37,853 16.25%
Holding current value
$4.39 Million
Previous $3.64 Million 25.53%
% of portfolio
0.92%
Previous 1.04%

Shares

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

Nov 06, 2024

BUY
$91.43 - $104.43 $562,477 - $642,453
6,152 Added 16.25%
44,005 $4.57 Million
Q2 2024

Aug 13, 2024

SELL
$91.2 - $100.78 $1.83 Million - $2.02 Million
-20,041 Reduced 34.62%
37,853 $3.64 Million
Q1 2024

May 10, 2024

BUY
$85.45 - $100.22 $507,743 - $595,507
5,942 Added 11.44%
57,894 $5.75 Million
Q4 2023

Feb 12, 2024

BUY
$75.47 - $90.67 $274,710 - $330,038
3,640 Added 7.53%
51,952 $4.65 Million
Q3 2023

Nov 01, 2023

SELL
$79.29 - $90.96 $133,365 - $152,994
-1,682 Reduced 3.36%
48,312 $3.88 Million
Q2 2023

Aug 02, 2023

BUY
$78.49 - $89.01 $183,588 - $208,194
2,339 Added 4.91%
49,994 $4.45 Million
Q1 2023

May 15, 2023

SELL
$79.11 - $86.93 $173,171 - $190,289
-2,189 Reduced 4.39%
47,655 $4.02 Million
Q4 2022

Feb 14, 2023

BUY
$64.12 - $80.96 $126,765 - $160,057
1,977 Added 4.13%
49,844 $3.9 Million
Q3 2022

Nov 14, 2022

BUY
$63.8 - $81.75 $2.85 Million - $3.65 Million
44,610 Added 1369.67%
47,867 $3.38 Million
Q2 2022

Aug 12, 2022

BUY
$67.88 - $77.54 $221,085 - $252,547
3,257 New
3,257 $230,000

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 $41.5B
  • 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
Track This Portfolio

Track Lifeworks Advisors, LLC Portfolio

Follow Lifeworks Advisors, 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 Lifeworks Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.