A detailed history of Montag A & Associates Inc transactions in Otis Worldwide Corp stock. As of the latest transaction made, Montag A & Associates Inc holds 5,645 shares of OTIS stock, worth $541,637. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,645
Previous 5,717 1.26%
Holding current value
$541,637
Previous $511,000 9.59%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

SELL
$85.45 - $100.22 $6,152 - $7,215
-72 Reduced 1.26%
5,645 $560,000
Q2 2023

Aug 09, 2023

SELL
$78.49 - $89.01 $9,183 - $10,414
-117 Reduced 2.01%
5,717 $508,000
Q1 2023

May 11, 2023

SELL
$79.11 - $86.93 $35,599 - $39,118
-450 Reduced 7.16%
5,834 $492,000
Q4 2022

Feb 02, 2023

SELL
$64.12 - $80.96 $10,387 - $13,115
-162 Reduced 2.51%
6,284 $492,000
Q3 2022

Nov 09, 2022

SELL
$63.8 - $81.75 $2,743 - $3,515
-43 Reduced 0.66%
6,446 $411,000
Q2 2022

Aug 10, 2022

SELL
$67.88 - $77.54 $93,335 - $106,617
-1,375 Reduced 17.48%
6,489 $459,000
Q1 2022

May 02, 2022

SELL
$71.98 - $86.95 $12,380 - $14,955
-172 Reduced 2.14%
7,864 $605,000
Q4 2021

Feb 09, 2022

SELL
$79.72 - $87.07 $21,444 - $23,421
-269 Reduced 3.24%
8,036 $699,000
Q2 2021

Aug 03, 2021

SELL
$69.23 - $82.08 $3,807 - $4,514
-55 Reduced 0.66%
8,305 $679,000
Q1 2021

May 14, 2021

SELL
$62.24 - $69.91 $7,157 - $8,039
-115 Reduced 1.36%
8,360 $572,000
Q4 2020

Feb 12, 2021

SELL
$58.99 - $67.55 $546,424 - $625,715
-9,263 Closed
0 $0
Q3 2020

Nov 12, 2020

SELL
$55.78 - $65.34 $27,890 - $32,670
-500 Reduced 5.12%
9,263 $578,000
Q2 2020

Aug 04, 2020

BUY
$44.0 - $61.26 $429,572 - $598,081
9,763 New
9,763 $555,000

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 $40B
  • 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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