A detailed history of Pathstone Family Office, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Pathstone Family Office, LLC holds 29,460 shares of OTIS stock, worth $2.92 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
29,460
Previous 9,320 216.09%
Holding current value
$2.92 Million
Previous $829,000 185.28%
% of portfolio
0.02%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

BUY
$79.29 - $90.96 $1.6 Million - $1.83 Million
20,140 Added 216.09%
29,460 $2.37 Million
Q2 2023

Jan 12, 2024

SELL
$78.49 - $89.01 $1.56 Million - $1.76 Million
-19,826 Reduced 67.3%
9,634 $857,000
Q2 2023

Aug 14, 2023

BUY
$78.49 - $89.01 $38,381 - $43,525
489 Added 5.54%
9,320 $829,000
Q1 2023

May 15, 2023

SELL
$79.11 - $86.93 $471,100 - $517,668
-5,955 Reduced 40.27%
8,831 $745,000
Q4 2022

Oct 23, 2023

BUY
$64.12 - $80.96 $509,241 - $642,984
7,942 Added 116.04%
14,786 $1.16 Million
Q4 2022

Feb 13, 2023

BUY
$64.12 - $80.96 $194,155 - $245,146
3,028 Added 25.75%
14,786 $1.16 Million
Q3 2022

Oct 23, 2023

SELL
$63.8 - $81.75 $57,292 - $73,411
-898 Reduced 11.6%
6,844 $436,000
Q3 2022

Nov 14, 2022

BUY
$63.8 - $81.75 $8,613 - $11,036
135 Added 1.16%
11,758 $772,000
Q2 2022

Oct 23, 2023

SELL
$67.88 - $77.54 $107,114 - $122,358
-1,578 Reduced 16.93%
7,742 $547,000
Q2 2022

Aug 15, 2022

BUY
$67.88 - $77.54 $527,834 - $602,951
7,776 Added 202.13%
11,623 $820,000
Q1 2022

May 16, 2022

SELL
$71.98 - $86.95 $170,448 - $205,897
-2,368 Reduced 38.1%
3,847 $323,000
Q4 2021

Feb 14, 2022

BUY
$79.72 - $87.07 $101,961 - $111,362
1,279 Added 25.91%
6,215 $540,000
Q3 2021

Nov 16, 2021

BUY
$82.0 - $92.37 $404,752 - $455,938
4,936 New
4,936 $406,000
Q1 2021

May 14, 2021

SELL
$62.24 - $69.91 $49,107 - $55,158
-789 Closed
0 $0
Q4 2020

Feb 16, 2021

BUY
$58.99 - $67.55 $8,435 - $9,659
143 Added 22.14%
789 $53,000
Q2 2020

Aug 14, 2020

BUY
$44.0 - $61.26 $28,424 - $39,573
646 New
646 $36,000

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 $41.3B
  • 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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