Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$322,779.14
% of Total Estimate Gain
2.51%

Payson Total Return Fund's Otis Worldwide Corp Holding Summary

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

The initial trade took place in 2020Q2. And since then Payson Total Return Fund has made 4 purchases of OTIS, at an average price of $86.29, for a total of 149,262.00 shares. In addition, there have been 3 sales at an average price of $88.45 for 149,262.00 shares. Based on historical transaction data and OTIS's current price of $99.44, Payson Total Return Fund's estimated gain on his OTIS holdings is $322,779.14, reflecting a 2.51% gain to date.

Payson Total Return Fund OTIS ($99.44) Holding Chart

Payson Total Return 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 %

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