Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$52.52 Mil
% of Total Estimate Gain
21.49%

Parnassus Mid Cap Fund's Otis Worldwide Corp Holding Summary

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

The initial trade took place in 2022Q2. And since then Parnassus Mid Cap Fund has made 2 purchases of OTIS, at an average price of $73.63, for a total of 3.32 Mil shares. In addition, there have been 8 sales at an average price of $89.45 for 3.32 Mil shares. Based on historical transaction data and OTIS's current price of $99.44, Parnassus Mid Cap Fund's estimated gain on his OTIS holdings is $52.52 Mil, reflecting a 21.49% gain to date.

Parnassus Mid Cap Fund OTIS ($99.44) Holding Chart

Parnassus Mid Cap Fund OTIS ($99.44) 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 %

Top Ranked Articles

  • 1