A detailed history of Sequoia Financial Advisors, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 11,426 shares of OTIS stock, worth $1.12 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,426
Previous 9,445 20.97%
Holding current value
$1.12 Million
Previous $909,000 30.58%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 21, 2024

BUY
$91.43 - $104.43 $181,122 - $206,875
1,981 Added 20.97%
11,426 $1.19 Million
Q2 2024

Jul 15, 2024

BUY
$91.2 - $100.78 $126,859 - $140,184
1,391 Added 17.27%
9,445 $909,000
Q1 2024

Apr 30, 2024

SELL
$85.45 - $100.22 $1.54 Million - $1.81 Million
-18,051 Reduced 69.15%
8,054 $799,000
Q4 2023

Jan 25, 2024

BUY
$75.47 - $90.67 $1.4 Million - $1.69 Million
18,589 Added 247.33%
26,105 $2.34 Million
Q3 2023

Nov 08, 2023

BUY
$79.29 - $90.96 $9,356 - $10,733
118 Added 1.6%
7,516 $603,000
Q2 2023

Aug 08, 2023

BUY
$78.49 - $89.01 $263,490 - $298,806
3,357 Added 83.07%
7,398 $658,000
Q1 2023

Apr 24, 2023

BUY
$79.11 - $86.93 $36,944 - $40,596
467 Added 13.07%
4,041 $341,000
Q4 2022

Jan 17, 2023

BUY
$64.12 - $80.96 $27,186 - $34,327
424 Added 13.46%
3,574 $0
Q3 2022

Oct 26, 2022

SELL
$63.8 - $81.75 $18,374 - $23,544
-288 Reduced 8.38%
3,150 $201,000
Q2 2022

Jul 22, 2022

SELL
$67.88 - $77.54 $6,652 - $7,598
-98 Reduced 2.77%
3,438 $243,000
Q1 2022

May 13, 2022

BUY
$71.98 - $86.95 $51,465 - $62,169
715 Added 25.35%
3,536 $272,000
Q4 2021

Feb 11, 2022

BUY
$79.72 - $87.07 $224,890 - $245,624
2,821 New
2,821 $246,000
Q3 2021

Oct 26, 2021

SELL
$82.0 - $92.37 $851,242 - $958,892
-10,381 Closed
0 $0
Q2 2021

Jul 27, 2021

BUY
$69.23 - $82.08 $27,484 - $32,585
397 Added 3.98%
10,381 $849,000
Q1 2021

May 14, 2021

BUY
$62.24 - $69.91 $560 - $629
9 Added 0.09%
9,984 $683,000
Q4 2020

Feb 12, 2021

BUY
$58.99 - $67.55 $23,301 - $26,682
395 Added 4.12%
9,975 $674,000
Q3 2020

Oct 23, 2020

SELL
$55.78 - $65.34 $15,729 - $18,425
-282 Reduced 2.86%
9,580 $598,000
Q2 2020

Aug 25, 2020

BUY
$44.0 - $61.26 $433,928 - $604,146
9,862 New
9,862 $561,000
Q2 2020

Aug 11, 2020

BUY
$44.0 - $61.26 $0 - $0
0 New
0 $561,000

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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