A detailed history of Vestmark Advisory Solutions, Inc. transactions in Otis Worldwide Corp stock. As of the latest transaction made, Vestmark Advisory Solutions, Inc. holds 2,294 shares of OTIS stock, worth $232,152. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,294
Previous 2,932 21.76%
Holding current value
$232,152
Previous $282,000 15.6%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$91.43 - $104.43 $58,332 - $66,626
-638 Reduced 21.76%
2,294 $238,000
Q2 2024

Aug 12, 2024

SELL
$91.2 - $100.78 $4,651 - $5,139
-51 Reduced 1.71%
2,932 $282,000
Q1 2024

May 15, 2024

SELL
$85.45 - $100.22 $3,759 - $4,409
-44 Reduced 1.45%
2,983 $296,000
Q4 2023

Feb 06, 2024

SELL
$75.47 - $90.67 $4,452 - $5,349
-59 Reduced 1.91%
3,027 $270,000
Q3 2023

Nov 06, 2023

SELL
$79.29 - $90.96 $440,218 - $505,009
-5,552 Reduced 64.27%
3,086 $247,000
Q2 2023

Aug 07, 2023

BUY
$78.49 - $89.01 $176,524 - $200,183
2,249 Added 35.2%
8,638 $768,000
Q1 2023

May 09, 2023

BUY
$79.11 - $86.93 $13,448 - $14,778
170 Added 2.73%
6,389 $539,000
Q4 2022

Jan 20, 2023

SELL
$64.12 - $80.96 $259,814 - $328,049
-4,052 Reduced 39.45%
6,219 $0
Q3 2022

Nov 03, 2022

SELL
$63.8 - $81.75 $28,837 - $36,951
-452 Reduced 4.22%
10,271 $655,000
Q2 2022

Aug 04, 2022

BUY
$67.88 - $77.54 $189,181 - $216,103
2,787 Added 35.12%
10,723 $758,000
Q1 2022

Apr 27, 2022

SELL
$71.98 - $86.95 $29,079 - $35,127
-404 Reduced 4.84%
7,936 $611,000
Q4 2021

Jan 31, 2022

BUY
$79.72 - $87.07 $24,474 - $26,730
307 Added 3.82%
8,340 $726,000
Q3 2021

Nov 15, 2021

SELL
$82.0 - $92.37 $27,060 - $30,482
-330 Reduced 3.95%
8,033 $661,000
Q2 2021

Aug 09, 2021

SELL
$69.23 - $82.08 $168,298 - $199,536
-2,431 Reduced 22.52%
8,363 $684,000
Q1 2021

May 10, 2021

BUY
$62.24 - $69.91 $160,828 - $180,647
2,584 Added 31.47%
10,794 $739,000
Q4 2020

Feb 04, 2021

SELL
$58.99 - $67.55 $24,775 - $28,371
-420 Reduced 4.87%
8,210 $555,000
Q3 2020

Oct 19, 2020

BUY
$55.78 - $65.34 $45,126 - $52,860
809 Added 10.34%
8,630 $539,000
Q2 2020

Aug 13, 2020

BUY
$44.0 - $61.26 $344,124 - $479,114
7,821 New
7,821 $445,000

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
Track This Portfolio

Track Vestmark Advisory Solutions, Inc. Portfolio

Follow Vestmark Advisory Solutions, 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 Vestmark Advisory Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Vestmark Advisory Solutions, Inc. with notifications on news.