A detailed history of Shelton Capital Management transactions in Otis Worldwide Corp stock. As of the latest transaction made, Shelton Capital Management holds 2,685 shares of OTIS stock, worth $259,129. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,685
Previous 2,785 3.59%
Holding current value
$259,129
Previous $249,000 6.83%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 15, 2024

BUY
$85.45 - $100.22 $229,433 - $269,090
2,685 New
2,685 $266,000
Q4 2023

Feb 14, 2024

SELL
$75.47 - $90.67 $6,339 - $7,616
-84 Reduced 2.93%
2,785 $249,000
Q3 2023

Nov 14, 2023

BUY
$79.29 - $90.96 $227,483 - $260,964
2,869 New
2,869 $230,000
Q1 2023

May 11, 2023

BUY
$79.11 - $86.93 $16,613 - $18,255
210 Added 7.9%
2,869 $242,000
Q4 2022

Feb 13, 2023

BUY
$64.12 - $80.96 $170,495 - $215,272
2,659 New
2,659 $208,000
Q2 2022

Aug 11, 2022

SELL
$67.88 - $77.54 $51,045 - $58,310
-752 Reduced 20.72%
2,878 $203,000
Q4 2021

Feb 11, 2022

SELL
$79.72 - $87.07 $478,320 - $522,419
-6,000 Reduced 62.31%
3,630 $316,000
Q3 2021

Nov 15, 2021

SELL
$82.0 - $92.37 $4,920 - $5,542
-60 Reduced 0.62%
9,630 $792,000
Q2 2021

Aug 12, 2021

BUY
$69.23 - $82.08 $670,838 - $795,355
9,690 New
9,690 $792,000
Q1 2021

May 14, 2021

SELL
$62.24 - $69.91 $573,043 - $643,661
-9,207 Closed
0 $0
Q3 2020

Nov 09, 2020

SELL
$55.78 - $65.34 $8,367 - $9,801
-150 Reduced 1.6%
9,207 $575,000
Q2 2020

Aug 12, 2020

BUY
$44.0 - $61.26 $411,708 - $573,209
9,357 New
9,357 $532,000

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 $40.2B
  • 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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