A detailed history of Wellington Shields Capital Management, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Wellington Shields Capital Management, LLC holds 566 shares of OTIS stock, worth $55,581. This represents 0.01% of its overall portfolio holdings.

Number of Shares
566
Previous 566 -0.0%
Holding current value
$55,581
Previous $56,000 3.57%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024

BUY
$75.47 - $90.67 $42,716 - $51,319
566 New
566 $50,000
Q1 2023

May 11, 2023

BUY
$79.11 - $86.93 $44,776 - $49,202
566 New
566 $47,000
Q1 2021

May 12, 2021

SELL
$62.24 - $69.91 $257,735 - $289,497
-4,141 Closed
0 $0
Q4 2020

Feb 09, 2021

SELL
$58.99 - $67.55 $2,654 - $3,039
-45 Reduced 1.08%
4,141 $280,000
Q3 2020

Nov 10, 2020

SELL
$55.78 - $65.34 $16,734 - $19,602
-300 Reduced 6.69%
4,186 $261,000
Q2 2020

Aug 05, 2020

BUY
$44.0 - $61.26 $197,384 - $274,812
4,486 New
4,486 $255,000

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 $40.9B
  • 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 Wellington Shields Capital Management, LLC Portfolio

Follow Wellington Shields Capital Management, LLC 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 Wellington Shields Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wellington Shields Capital Management, LLC with notifications on news.