A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Otis Worldwide Corp stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 3,448 shares of OTIS stock, worth $315,285. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,448
Previous 2,748 25.47%
Holding current value
$315,285
Previous $272,000 21.69%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$91.2 - $100.78 $63,840 - $70,546
700 Added 25.47%
3,448 $331,000
Q1 2024

Apr 23, 2024

SELL
$85.45 - $100.22 $1,794 - $2,104
-21 Reduced 0.76%
2,748 $272,000
Q4 2023

Feb 01, 2024

SELL
$75.47 - $90.67 $7,547 - $9,067
-100 Reduced 3.49%
2,769 $247,000
Q3 2023

Nov 03, 2023

BUY
$79.29 - $90.96 $1,665 - $1,910
21 Added 0.74%
2,869 $230,000
Q2 2023

Aug 01, 2023

BUY
$78.49 - $89.01 $7,848 - $8,901
100 Added 3.64%
2,848 $253,000
Q1 2023

May 02, 2023

SELL
$79.11 - $86.93 $19,777 - $21,732
-250 Reduced 8.34%
2,748 $231,000
Q3 2022

Oct 25, 2022

SELL
$63.8 - $81.75 $13,334 - $17,085
-209 Reduced 6.52%
2,998 $191,000
Q2 2022

Jul 26, 2022

SELL
$67.88 - $77.54 $6,177 - $7,056
-91 Reduced 2.76%
3,207 $227,000
Q1 2022

Apr 13, 2022

SELL
$71.98 - $86.95 $1,439 - $1,739
-20 Reduced 0.6%
3,298 $254,000
Q4 2021

Feb 14, 2022

BUY
$79.72 - $87.07 $1,594 - $1,741
20 Added 0.61%
3,318 $289,000
Q3 2021

Nov 12, 2021

SELL
$82.0 - $92.37 $10,004 - $11,269
-122 Reduced 3.57%
3,298 $271,000
Q2 2021

Aug 13, 2021

SELL
$69.23 - $82.08 $31,084 - $36,853
-449 Reduced 11.61%
3,420 $280,000
Q1 2021

Apr 14, 2021

SELL
$62.24 - $69.91 $61,306 - $68,861
-985 Reduced 20.29%
3,869 $265,000
Q4 2020

Jan 14, 2021

SELL
$58.99 - $67.55 $260,794 - $298,638
-4,421 Reduced 47.67%
4,854 $328,000
Q3 2020

Oct 15, 2020

SELL
$55.78 - $65.34 $2.65 Million - $3.1 Million
-47,480 Reduced 83.66%
9,275 $579,000
Q2 2020

Jul 30, 2020

BUY
$44.0 - $61.26 $2.5 Million - $3.48 Million
56,755 New
56,755 $3.23 Million

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 $38.1B
  • 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 Loring Wolcott & Coolidge Fiduciary Advisors LLP Portfolio

Follow Loring Wolcott & Coolidge Fiduciary Advisors LLP 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 Loring Wolcott & Coolidge Fiduciary Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Loring Wolcott & Coolidge Fiduciary Advisors LLP with notifications on news.