Toroso Investments, LLC Otis Worldwide Corp Transaction History

Toroso Investments, LLC

$8.33 Billion
Q3 2024

A detailed history of Toroso Investments, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Toroso Investments, LLC holds 32,445 shares of OTIS stock, worth $3.28 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

32,445

Previous 28,273 14.76%

Holding current value

$3.28 Million

Previous $2.72 Million 23.93%

% of portfolio

0.04%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$91.43 - $104.43 $381,445 - $435,681	4,172 Added 14.76%	32,445 $3.37 Million
Q2 2024 Aug 14, 2024	BUY	$91.2 - $100.78 $275,515 - $304,456	3,021 Added 11.96%	28,273 $2.72 Million
Q1 2024 May 15, 2024	BUY	$85.45 - $100.22 $714,020 - $837,438	8,356 Added 49.46%	25,252 $2.51 Million
Q4 2023 Feb 14, 2024	SELL	$75.47 - $90.67 $200,146 - $240,456	-2,652 Reduced 13.57%	16,896 $1.51 Million
Q3 2023 Nov 15, 2023	BUY	$79.29 - $90.96 $144,228 - $165,456	1,819 Added 10.26%	19,548 $1.57 Million
Q2 2023 Aug 14, 2023	BUY	$78.49 - $89.01 $633,885 - $718,844	8,076 Added 83.66%	17,729 $1.58 Million
Q1 2023 May 15, 2023	BUY	$79.11 - $86.93 $57,275 - $62,937	724 Added 8.11%	9,653 $815,000
Q4 2022 Feb 15, 2023	BUY	$64.12 - $80.96 $26,032 - $32,869	406 Added 4.76%	8,929 $699,000
Q3 2022 Nov 23, 2022	SELL	$63.8 - $81.75 $156,692 - $200,778	-2,456 Reduced 22.37%	8,523 $544,000
Q2 2022 Aug 15, 2022	SELL	$67.88 - $77.54 $427,100 - $487,881	-6,292 Reduced 36.43%	10,979 $776,000
Q1 2022 May 20, 2022	SELL	$71.98 - $86.95 $85,800 - $103,644	-1,192 Reduced 6.46%	17,271 $1.33 Million
Q4 2021 Feb 16, 2022	BUY	$79.72 - $87.07 $438,699 - $479,146	5,503 Added 42.46%	18,463 $1.61 Million
Q3 2021 Nov 15, 2021	BUY	$82.0 - $92.37 $350,304 - $394,604	4,272 Added 49.17%	12,960 $1.07 Million
Q2 2021 Aug 13, 2021	BUY	$69.23 - $82.08 $376,472 - $446,351	5,438 Added 167.32%	8,688 $710,000
Q1 2021 May 17, 2021	BUY	$62.24 - $69.91 $202,280 - $227,207	3,250 New	3,250 $222,000

Others Institutions Holding OTIS

# of Institutions

1,322

Shares Held

356M

Call Options Held

1.52M

Put Options Held

818K

View Full List

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...

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Toroso Investments, LLC Otis Worldwide Corp Transaction History