A detailed history of O'Shaughnessy Asset Management, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 36,107 shares of OTIS stock, worth $3.55 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
36,107
Previous 30,450 18.58%
Holding current value
$3.55 Million
Previous $3.02 Million 14.99%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Aug 14, 2024

BUY
$91.2 - $100.78 $515,918 - $570,112
5,657 Added 18.58%
36,107 $3.48 Million
Q1 2024

May 13, 2024

BUY
$85.45 - $100.22 $419,474 - $491,979
4,909 Added 19.22%
30,450 $3.02 Million
Q4 2023

Feb 09, 2024

BUY
$75.47 - $90.67 $197,504 - $237,283
2,617 Added 11.42%
25,541 $2.29 Million
Q3 2023

Nov 13, 2023

SELL
$79.29 - $90.96 $206,867 - $237,314
-2,609 Reduced 10.22%
22,924 $1.84 Million
Q2 2023

Aug 11, 2023

BUY
$78.49 - $89.01 $92,304 - $104,675
1,176 Added 4.83%
25,533 $2.27 Million
Q1 2023

May 12, 2023

BUY
$79.11 - $86.93 $1.45 Million - $1.59 Million
18,280 Added 300.81%
24,357 $2.06 Million
Q4 2022

Feb 10, 2023

BUY
$64.12 - $80.96 $105,541 - $133,260
1,646 Added 37.15%
6,077 $475,000
Q3 2022

Nov 14, 2022

SELL
$63.8 - $81.75 $20,543 - $26,323
-322 Reduced 6.77%
4,431 $283,000
Q2 2022

Aug 11, 2022

BUY
$67.88 - $77.54 $100,869 - $115,224
1,486 Added 45.49%
4,753 $336,000
Q1 2022

May 13, 2022

BUY
$71.98 - $86.95 $67,157 - $81,124
933 Added 39.97%
3,267 $251,000
Q4 2021

Feb 11, 2022

SELL
$79.72 - $87.07 $53,093 - $57,988
-666 Reduced 22.2%
2,334 $203,000
Q3 2021

Nov 10, 2021

BUY
$82.0 - $92.37 $104,878 - $118,141
1,279 Added 74.32%
3,000 $247,000
Q2 2021

Aug 09, 2021

BUY
$69.23 - $82.08 $33,091 - $39,234
478 Added 38.46%
1,721 $141,000
Q1 2021

May 14, 2021

BUY
$62.24 - $69.91 $2,800 - $3,145
45 Added 3.76%
1,243 $85,000
Q4 2020

Feb 11, 2021

BUY
$58.99 - $67.55 $23,654 - $27,087
401 Added 50.31%
1,198 $81,000
Q3 2020

Nov 12, 2020

BUY
$55.78 - $65.34 $5,354 - $6,272
96 Added 13.69%
797 $50,000
Q2 2020

Aug 13, 2020

BUY
$44.0 - $61.26 $30,844 - $42,943
701 New
701 $40,000

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 $40.9B
  • 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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