Number of Shares
3,602.00
Current Holdings Value*
$371,730.00
% of Portfolio
2.57%
Total Estimate Gain
$58,504.23
% of Total Estimate Gain
19.89%

Artisan Value Income Fund's Otis Worldwide Corp Holding Summary

As of 2025-03-31, Artisan Value Income Fund held 3,602.00 shares of Otis Worldwide Corp(OTIS), totaling $371,730.00. This investment constitutes 2.57% of their stock portfolio, and Artisan Value Income Fund now holds 0% of the outstanding Otis Worldwide Corp(OTIS) stock.

The initial trade took place in 2022Q1. And since then Artisan Value Income Fund has made 5 purchases of OTIS, at an average price of $81.36, for a total of 3,615.00 shares. In addition, there have been 1 sales at an average price of $83.15 for 13.00 shares. Based on historical transaction data and OTIS's current price of $97.60, Artisan Value Income Fund's estimated gain on his OTIS holdings is $58,504.23, reflecting a 19.89% gain to date.

Artisan Value Income Fund OTIS ($97.60) Holding Chart

Artisan Value Income Fund OTIS ($97.60) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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