Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$936,580.66
% of Total Estimate Gain
21.48%

Aureus Asset Management, LLC's Otis Worldwide Corp Holding Summary

As of 2025-03-31, Aureus Asset Management, LLC held - shares of Otis Worldwide Corp(OTIS), totaling N/A. This investment constitutes 0% of their stock portfolio, and Aureus Asset Management, LLC now holds 0% of the outstanding Otis Worldwide Corp(OTIS) stock.

The initial trade took place in 2021Q2. And since then Aureus Asset Management, LLC has made 8 purchases of OTIS, at an average price of $77.43, for a total of 56,312.00 shares. In addition, there have been 8 sales at an average price of $94.06 for 56,312.00 shares. Based on historical transaction data and OTIS's current price of $99.40, Aureus Asset Management, LLC's estimated gain on his OTIS holdings is $936,580.66, reflecting a 21.48% gain to date.

Aureus Asset Management, LLC OTIS ($99.40) Holding Chart

Aureus Asset Management, LLC OTIS ($99.40) 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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