A detailed history of Sovereign Financial Group, Inc. transactions in Otis Worldwide Corp stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 4,629 shares of OTIS stock, worth $462,668. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,629
Previous 4,688 1.26%
Holding current value
$462,668
Previous $451,000 6.65%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 08, 2024

SELL
$91.43 - $104.43 $5,394 - $6,161
-59 Reduced 1.26%
4,629 $481,000
Q2 2024

Jul 15, 2024

BUY
$91.2 - $100.78 $1,185 - $1,310
13 Added 0.28%
4,688 $451,000
Q1 2024

Apr 15, 2024

BUY
$85.45 - $100.22 $1,025 - $1,202
12 Added 0.26%
4,675 $464,000
Q4 2023

Feb 06, 2024

SELL
$75.47 - $90.67 $4,452 - $5,349
-59 Reduced 1.25%
4,663 $417,000
Q3 2023

Nov 03, 2023

SELL
$79.29 - $90.96 $135,030 - $154,904
-1,703 Reduced 26.51%
4,722 $379,000
Q2 2023

Jul 31, 2023

BUY
$78.49 - $89.01 $19,230 - $21,807
245 Added 3.96%
6,425 $571,000
Q1 2023

May 04, 2023

SELL
$79.11 - $86.93 $632 - $695
-8 Reduced 0.13%
6,180 $521,000
Q4 2022

Feb 13, 2023

BUY
$64.12 - $80.96 $3,590 - $4,533
56 Added 0.91%
6,188 $484,000
Q3 2022

Nov 14, 2022

SELL
$63.8 - $81.75 $2,169 - $2,779
-34 Reduced 0.55%
6,132 $391,000
Q2 2022

Aug 15, 2022

BUY
$67.88 - $77.54 $5,566 - $6,358
82 Added 1.35%
6,166 $436,000
Q1 2022

May 16, 2022

BUY
$71.98 - $86.95 $112,648 - $136,076
1,565 Added 34.63%
6,084 $468,000
Q4 2021

Feb 15, 2022

SELL
$79.72 - $87.07 $12,197 - $13,321
-153 Reduced 3.27%
4,519 $393,000
Q3 2021

Nov 12, 2021

SELL
$82.0 - $92.37 $4,674 - $5,265
-57 Reduced 1.21%
4,672 $384,000
Q1 2021

May 17, 2021

BUY
$62.24 - $69.91 $29,750 - $33,416
478 Added 11.24%
4,729 $324,000
Q4 2020

Feb 16, 2021

BUY
$58.99 - $67.55 $250,766 - $287,155
4,251 New
4,251 $287,000

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 $41.6B
  • 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 Sovereign Financial Group, Inc. Portfolio

Follow Sovereign Financial Group, Inc. 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 Sovereign Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sovereign Financial Group, Inc. with notifications on news.