SIIT U.S. Equity Factor Allocation Fund OTIS Holdings History
SIIT U.S. Equity Factor Allocation Fund's Otis Worldwide Corp Holding Summary
As of 2025-02-28, SEI INSTITUTIONAL INVESTMENTS TRUST held 93,354.00 shares of Otis Worldwide Corp(OTIS), totaling $9.31 Mil. This investment constitutes 0.42% of their stock portfolio, and SEI INSTITUTIONAL INVESTMENTS TRUST now holds 0.02% of the outstanding Otis Worldwide Corp(OTIS) stock.
The initial trade took place in 2020Q2. And since then SIIT U.S. Equity Factor Allocation Fund has made 5 purchases of OTIS, at an average price of $84.72, for a total of 150,279.00 shares. In addition, there have been 5 sales at an average price of $73.08 for 56,925.00 shares. Based on historical transaction data and OTIS's current price of $99.51, SIIT U.S. Equity Factor Allocation Fund's estimated gain on his OTIS holdings is $717,551.20, reflecting a 5.64% gain to date.
SIIT U.S. Equity Factor Allocation Fund OTIS ($99.51) Holding Chart
SIIT U.S. Equity Factor Allocation Fund OTIS ($99.51) 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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