A detailed history of Crestwood Advisors Group LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 2,701 shares of OTIS stock, worth $265,562. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,701
Previous 2,428 11.24%
Holding current value
$265,562
Previous $233,000 20.17%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Oct 30, 2024

BUY
$91.43 - $104.43 $24,960 - $28,509
273 Added 11.24%
2,701 $280,000
Q2 2024

Aug 01, 2024

BUY
$91.2 - $100.78 $4,651 - $5,139
51 Added 2.15%
2,428 $233,000
Q1 2024

May 08, 2024

BUY
$85.45 - $100.22 $11,621 - $13,629
136 Added 6.07%
2,377 $235,000
Q4 2023

Jan 29, 2024

BUY
$75.47 - $90.67 $169,128 - $203,191
2,241 New
2,241 $200,000
Q2 2023

Aug 15, 2023

SELL
$78.49 - $89.01 $14,599 - $16,555
-186 Reduced 5.79%
3,024 $269,000
Q1 2023

May 12, 2023

BUY
$79.11 - $86.93 $2,689 - $2,955
34 Added 1.07%
3,210 $270,000
Q4 2022

Feb 14, 2023

SELL
$64.12 - $80.96 $57,259 - $72,297
-893 Reduced 21.95%
3,176 $248,000
Q3 2022

Oct 26, 2022

SELL
$63.8 - $81.75 $55,314 - $70,877
-867 Reduced 17.56%
4,069 $260,000
Q2 2022

Jul 07, 2022

SELL
$67.88 - $77.54 $23,690 - $27,061
-349 Reduced 6.6%
4,936 $349,000
Q1 2022

Apr 12, 2022

SELL
$71.98 - $86.95 $92,638 - $111,904
-1,287 Reduced 19.58%
5,285 $407,000
Q4 2021

Feb 15, 2022

SELL
$79.72 - $87.07 $194,915 - $212,886
-2,445 Reduced 27.12%
6,572 $572,000
Q3 2021

Nov 03, 2021

SELL
$82.0 - $92.37 $36,408 - $41,012
-444 Reduced 4.69%
9,017 $742,000
Q2 2021

Aug 13, 2021

SELL
$69.23 - $82.08 $81,968 - $97,182
-1,184 Reduced 11.12%
9,461 $774,000
Q1 2021

Apr 21, 2021

SELL
$62.24 - $69.91 $1.17 Million - $1.32 Million
-18,821 Reduced 63.87%
10,645 $728,000
Q4 2020

Feb 09, 2021

SELL
$58.99 - $67.55 $42,767 - $48,973
-725 Reduced 2.4%
29,466 $1.99 Million
Q3 2020

Oct 06, 2020

SELL
$55.78 - $65.34 $170,073 - $199,221
-3,049 Reduced 9.17%
30,191 $1.88 Million
Q2 2020

Aug 14, 2020

BUY
$44.0 - $61.26 $1.46 Million - $2.04 Million
33,240 New
33,240 $1.89 Million

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 $41B
  • 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 Crestwood Advisors Group LLC Portfolio

Follow Crestwood Advisors Group 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 Crestwood Advisors Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crestwood Advisors Group LLC with notifications on news.