Vaughan Nelson Investment Management, L.P. Otis Worldwide Corp Transaction History

Vaughan Nelson Investment Management, L.P.

$10.8 Billion
Q2 2024

A detailed history of Vaughan Nelson Investment Management, L.P. transactions in Otis Worldwide Corp stock. As of the latest transaction made, Vaughan Nelson Investment Management, L.P. holds 101,998 shares of OTIS stock, worth $10.6 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

101,998

Previous 168,359 39.42%

Holding current value

$10.6 Million

Previous $16.7 Million 41.25%

% of portfolio

0.09%

Previous 0.15%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$91.2 - $100.78 $6.05 Million - $6.69 Million	-66,361 Reduced 39.42%	101,998 $9.82 Million
Q1 2024 Apr 18, 2024	SELL	$85.45 - $100.22 $11.3 Million - $13.2 Million	-131,849 Reduced 43.92%	168,359 $16.7 Million
Q4 2023 Jan 24, 2024	SELL	$75.47 - $90.67 $201,504 - $242,088	-2,670 Reduced 0.88%	300,208 $26.9 Million
Q3 2023 Nov 09, 2023	BUY	$79.29 - $90.96 $195,370 - $224,125	2,464 Added 0.82%	302,878 $24.3 Million
Q2 2023 Aug 03, 2023	SELL	$78.49 - $89.01 $4.8 Million - $5.45 Million	-61,194 Reduced 16.92%	300,414 $26.7 Million
Q1 2023 May 05, 2023	SELL	$79.11 - $86.93 $271,505 - $298,343	-3,432 Reduced 0.94%	361,608 $30.5 Million
Q4 2022 Jan 30, 2023	BUY	$64.12 - $80.96 $855,040 - $1.08 Million	13,335 Added 3.79%	365,040 $28.6 Million
Q3 2022 Nov 04, 2022	SELL	$63.8 - $81.75 $222,789 - $285,471	-3,492 Reduced 0.98%	351,705 $22.4 Million
Q2 2022 Jul 22, 2022	BUY	$67.88 - $77.54 $3.82 Million - $4.36 Million	56,203 Added 18.8%	355,197 $25.1 Million
Q1 2022 May 04, 2022	SELL	$71.98 - $86.95 $461,175 - $557,088	-6,407 Reduced 2.1%	298,994 $23 Million
Q4 2021 Jan 13, 2022	SELL	$79.72 - $87.07 $4.38 Million - $4.79 Million	-55,001 Reduced 15.26%	305,401 $26.6 Million
Q3 2021 Oct 27, 2021	BUY	$82.0 - $92.37 $497,904 - $560,870	6,072 Added 1.71%	360,402 $29.7 Million
Q2 2021 Jul 15, 2021	SELL	$69.23 - $82.08 $1.11 Million - $1.32 Million	-16,057 Reduced 4.34%	354,330 $29 Million
Q1 2021 May 11, 2021	SELL	$62.24 - $69.91 $19 Million - $21.3 Million	-304,790 Reduced 45.14%	370,387 $25.4 Million
Q4 2020 Feb 04, 2021	BUY	$58.99 - $67.55 $2.57 Million - $2.94 Million	43,543 Added 6.89%	675,177 $45.6 Million
Q3 2020 Nov 09, 2020	BUY	$55.78 - $65.34 $7.42 Million - $8.7 Million	133,084 Added 26.69%	631,634 $39.4 Million
Q2 2020 Aug 14, 2020	BUY	$44.0 - $61.26 $21.9 Million - $30.5 Million	498,550 New	498,550 $28.3 Million

Others Institutions Holding OTIS

# of Institutions

1,297

Shares Held

356M

Call Options Held

1.3M

Put Options Held

437K

View Full List

About Otis Worldwide Corp

Ticker OTIS
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 416,585,984
Market Cap $43.3B
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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Vaughan Nelson Investment Management, L.P. Otis Worldwide Corp Transaction History