Ownership history in William Allan Corp · 17 quarters on record
This page tracks every 13F SEC filing in which William Allan Corp reported a position in OTIS WORLDWIDE CORP (OTIS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 49,431 | +281 | +0.6% | 2.45% | $4.3M | $86.95 |
| 2025 Q3 | REDUCED | 49,150 | -293 | -0.6% | 2.52% | $4.5M | $90.59 |
| 2025 Q2 | ADDED | 49,443 | +225 | +0.5% | 2.85% | $4.9M | $97.64 |
| 2025 Q1 | ADDED | 49,218 | +674 | +1.4% | 3.18% | $5.1M | $101.32 |
| 2024 Q4 | ADDED | 48,544 | +1,198 | +2.5% | 2.76% | $4.5M | $90.56 |
| 2024 Q3 | ADDED | 47,346 | +272 | +0.6% | 3.06% | $4.9M | $101.25 |
| 2024 Q2 | ADDED | 47,074 | +202 | +0.4% | 3.03% | $4.5M | $93.37 |
| 2024 Q1 | ADDED | 46,872 | +55 | +0.1% | 3.09% | $4.7M | $95.91 |
| 2023 Q4 | REDUCED | 46,817 | -680 | -1.4% | 3.00% | $4.2M | $86.12 |
| 2023 Q3 | REDUCED | 47,497 | -751 | -1.6% | 3.02% | $3.8M | $76.98 |
As of 2025 Q4 — sorted by position size