A detailed history of Montis Financial, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Montis Financial, LLC holds 2,106 shares of OTIS stock, worth $215,907. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,106
Previous 2,321 9.26%
Holding current value
$215,907
Previous $223,000 2.24%
% of portfolio
0.08%
Previous 0.1%

Shares

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

Oct 10, 2024

SELL
$91.43 - $104.43 $19,657 - $22,452
-215 Reduced 9.26%
2,106 $218,000
Q2 2024

Aug 07, 2024

SELL
$91.2 - $100.78 $7,934 - $8,767
-87 Reduced 3.61%
2,321 $223,000
Q1 2024

Apr 16, 2024

SELL
$85.45 - $100.22 $5,554 - $6,514
-65 Reduced 2.63%
2,408 $239,000
Q4 2023

Feb 06, 2024

BUY
$75.47 - $90.67 $186,637 - $224,226
2,473 New
2,473 $221,000
Q1 2023

May 11, 2023

BUY
$79.11 - $86.93 $196,667 - $216,107
2,486 New
2,486 $209,000
Q1 2022

May 02, 2022

SELL
$71.98 - $86.95 $190,890 - $230,591
-2,652 Closed
0 $0
Q4 2021

Jan 24, 2022

BUY
$79.72 - $87.07 $5,500 - $6,007
69 Added 2.67%
2,652 $231,000
Q3 2021

Oct 26, 2021

SELL
$82.0 - $92.37 $30,340 - $34,176
-370 Reduced 12.53%
2,583 $212,000
Q1 2021

May 04, 2021

BUY
$62.24 - $69.91 $183,794 - $206,444
2,953 New
2,953 $205,000

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 Montis Financial, LLC Portfolio

Follow Montis Financial, 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 Montis Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Montis Financial, LLC with notifications on news.