A detailed history of Surevest, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Surevest, LLC holds 3,599 shares of OTIS stock, worth $364,218. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,599
Previous 3,599 -0.0%
Holding current value
$364,218
Previous $254,000 9.45%
% of portfolio
0.06%
Previous 0.07%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 15, 2022

BUY
$67.88 - $77.54 $1,629 - $1,860
24 Added 0.67%
3,599 $254,000
Q1 2022

May 16, 2022

SELL
$71.98 - $86.95 $9,645 - $11,651
-134 Reduced 3.61%
3,575 $275,000
Q4 2021

Feb 11, 2022

SELL
$79.72 - $87.07 $8,211 - $8,968
-103 Reduced 2.7%
3,709 $323,000
Q3 2021

Oct 13, 2021

BUY
$82.0 - $92.37 $9,348 - $10,530
114 Added 3.08%
3,812 $314,000
Q2 2021

Aug 06, 2021

SELL
$69.23 - $82.08 $168,090 - $199,290
-2,428 Reduced 39.63%
3,698 $302,000
Q1 2021

Apr 19, 2021

SELL
$62.24 - $69.91 $186,782 - $209,799
-3,001 Reduced 32.88%
6,126 $419,000
Q4 2020

Feb 04, 2021

SELL
$58.99 - $67.55 $30,084 - $34,450
-510 Reduced 5.29%
9,127 $617,000
Q3 2020

Oct 16, 2020

SELL
$55.78 - $65.34 $209,677 - $245,613
-3,759 Reduced 28.06%
9,637 $602,000
Q2 2020

Jul 15, 2020

BUY
$44.0 - $61.26 $589,424 - $820,638
13,396 New
13,396 $762,000

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 $42.2B
  • 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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