Otis Worldwide Corp shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Otis Worldwide Corp (OTIS) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Otis Worldwide Corp
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Quarterly reported holdings in Otis Worldwide Corp by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $201k | 1.9k | 103.94 |
| 2024-06-30 | $216k | 2.2k | 96.26 |
| 2024-03-31 | $231k | 2.3k | 99.27 |
| 2023-12-31 | $207k | 2.3k | 89.47 |
| 2023-06-30 | $212k | 2.4k | 89.01 |
| 2023-03-31 | $201k | 2.4k | 84.40 |
| 2022-03-31 | $228k | 3.0k | 76.79 |
| 2021-12-31 | $265k | 3.0k | 87.06 |
| 2021-09-30 | $244k | 3.0k | 82.18 |
| 2021-06-30 | $243k | 3.0k | 81.85 |