A detailed history of Wetherby Asset Management Inc transactions in Otis Worldwide Corp stock. As of the latest transaction made, Wetherby Asset Management Inc holds 6,084 shares of OTIS stock, worth $597,448. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,084
Previous 6,056 0.46%
Holding current value
$597,448
Previous $601,000 2.66%
% of portfolio
0.03%
Previous 0.03%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$91.2 - $100.78 $2,553 - $2,821
28 Added 0.46%
6,084 $585,000
Q1 2024

May 15, 2024

SELL
$85.45 - $100.22 $12,475 - $14,632
-146 Reduced 2.35%
6,056 $601,000
Q4 2023

Feb 14, 2024

BUY
$75.47 - $90.67 $7,094 - $8,522
94 Added 1.54%
6,202 $554,000
Q3 2023

Nov 14, 2023

SELL
$79.29 - $90.96 $8,642 - $9,914
-109 Reduced 1.75%
6,108 $490,000
Q2 2023

Aug 14, 2023

SELL
$78.49 - $89.01 $5,494 - $6,230
-70 Reduced 1.11%
6,217 $553,000
Q1 2023

May 12, 2023

BUY
$79.11 - $86.93 $63,367 - $69,630
801 Added 14.6%
6,287 $530,000
Q4 2022

Feb 14, 2023

SELL
$64.12 - $80.96 $384 - $485
-6 Reduced 0.11%
5,486 $429,000
Q3 2022

Nov 14, 2022

SELL
$63.8 - $81.75 $12,313 - $15,777
-193 Reduced 3.39%
5,492 $350,000
Q2 2022

Aug 15, 2022

BUY
$67.88 - $77.54 $7,534 - $8,606
111 Added 1.99%
5,685 $402,000
Q1 2022

May 16, 2022

BUY
$71.98 - $86.95 $26,488 - $31,997
368 Added 7.07%
5,574 $429,000
Q4 2021

Feb 14, 2022

BUY
$79.72 - $87.07 $12,675 - $13,844
159 Added 3.15%
5,206 $453,000
Q3 2021

Nov 15, 2021

SELL
$82.0 - $92.37 $738 - $831
-9 Reduced 0.18%
5,047 $415,000
Q2 2021

Aug 16, 2021

BUY
$69.23 - $82.08 $8,169 - $9,685
118 Added 2.39%
5,056 $413,000
Q1 2021

May 14, 2021

SELL
$62.24 - $69.91 $38,339 - $43,064
-616 Reduced 11.09%
4,938 $338,000
Q4 2020

Feb 11, 2021

BUY
$58.99 - $67.55 $310,110 - $355,110
5,257 Added 1770.03%
5,554 $375,000
Q3 2020

Dec 16, 2020

SELL
$55.78 - $65.34 $259,098 - $303,504
-4,645 Reduced 93.99%
297 $19,000
Q3 2020

Dec 16, 2020

SELL
$55.78 - $65.34 $40,998 - $48,024
-735 Reduced 12.95%
4,942 $308,000
Q3 2020

Nov 13, 2020

BUY
$55.78 - $65.34 $12,829 - $15,028
230 Added 4.22%
5,677 $354,000
Q2 2020

Aug 14, 2020

BUY
$44.0 - $61.26 $239,668 - $333,683
5,447 New
5,447 $310,000

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
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