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Ativo Capital Management’s Otis Worldwide OTIS Stock Holding History

Ativo Capital Management’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-5,864
Closed -$480K – 134
2021
Q2 		$480K Sell
5,864
-280
-5% -$21.6K 0.2% 117
2021
Q1 		$421K Sell
6,144
-3,084
-33% -$202K 0.18% 119
2020
Q4 		$623K Buy
9,228
+875
+10% +$56.8K 0.27% 109
2020
Q3 		$521K Buy
8,353
+790
+10% +$48.3K 0.25% 103
2020
Q2 		$430K Buy
+7,563
New +$392K 0.23% 96

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ativo Capital Management's OTIS Position: Q3 2021 in Review

Ativo Capital Management sold out of Otis Worldwide (OTIS) in Q3 2021, closing a stake of 5,864 shares — an estimated $480K sold.

Ativo Capital Management first reported a position in OTIS in Q2 2020 and held it in 5 quarters. The position peaked at $623K in Q4 2020. 1,139 funds tracked by Wall St. Rank hold OTIS as of Q3 2021.

  • Ativo Capital Management reported no remaining Otis Worldwide position as of Q3 2021 after selling out during the quarter.
  • Ativo Capital Management sold 5,864 Otis Worldwide shares in Q3 2021, an estimated $480K.
  • Ativo Capital Management first reported a position in Otis Worldwide in Q2 2020 and held it in 5 quarters.
  • Ativo Capital Management's Otis Worldwide position peaked at $623K in Q4 2020.
  • 1,139 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2021.

Based on Ativo Capital Management's 13F filing for Q3 2021, filed 12 Nov 2021.