Current Value of Holding

$107 Million

Shares

1.1 Million

% of Portfolio

0.05%

Average Buy Price

$53.4

Avg closing price
Price range

15 Ken Fisher Otis Worldwide Trades

Ken Fisher's position in Otis Worldwide is currently worth $107 Million. That's 0.05% of their equity portfolio (162nd largest holding). The first Otis Worldwide trade was made in Q2 2020. Since then Ken Fisher bought shares three more times and sold shares on eleven occasions. The stake costed the investor $58.6 Million, netting the investor a gain of 82% so far.

Avg closing price
Price range
Sold 0.6% shares (-6.73 Thousand shares) Q4 2023
Avg closing price $83.15
Price range $75.47 - $90.67
Sold 5.4% shares (-63.5 Thousand shares) Q3 2023
Avg closing price $85.52
Price range $79.29 - $90.96
Increased shares by 1.1% (+13.2 Thousand shares) Q2 2023
Avg closing price $84.25
Price range $78.49 - $89.01
Increased shares by 4.6% (+50.8 Thousand shares) Q1 2023
Avg closing price $82.75
Price range $79.12 - $86.93
Increased shares by 9.9% (+99.3 Thousand shares) Q4 2022
Avg closing price $73.83
Price range $64.12 - $80.95
Sold 3.3% shares (-33.8 Thousand shares) Q3 2022
Avg closing price $73.16
Price range $63.80 - $81.75
Sold 3.7% shares (-40.3 Thousand shares) Q2 2022
Avg closing price $73.67
Price range $67.88 - $77.54
Sold 4.0% shares (-44.6 Thousand shares) Q1 2022
Avg closing price $79.92
Price range $71.98 - $86.95
Sold 6.9% shares (-82.6 Thousand shares) Q4 2021
Avg closing price $83.71
Price range $79.72 - $87.07
Sold 5.9% shares (-75.6 Thousand shares) Q3 2021
Avg closing price $87.93
Price range $82.00 - $92.37
Sold 5.4% shares (-73 Thousand shares) Q2 2021
Avg closing price $76.96
Price range $69.23 - $82.08
Sold 9.2% shares (-137 Thousand shares) Q1 2021
Avg closing price $65.37
Price range $62.24 - $69.91
Sold 8.7% shares (-142 Thousand shares) Q4 2020
Avg closing price $64.87
Price range $58.99 - $67.55
Sold 23.9% shares (-511 Thousand shares) Q3 2020
Avg closing price $61.16
Price range $55.78 - $65.34
New holding (+2.14 Million shares) Q2 2020
Avg closing price $51.61
Price range $44.00 - $61.26

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