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Avalon Investment & Advisory’s Otis Worldwide OTIS Stock Holding History

Avalon Investment & Advisory’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
Q2 		– Sell
-5,162
Closed -$353K – 366
2021
Q1 		$353K Buy
5,162
+151
+3% +$9.87K 0.01% 307
2020
Q4 		$338K Sell
5,011
-2,189
-30% -$142K 0.01% 309
2020
Q3 		$449K Buy
7,200
+100
+1% +$6.12K 0.01% 271
2020
Q2 		$404K Buy
+7,100
New +$368K 0.01% 254

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

Avalon Investment & Advisory's OTIS Position: Q2 2021 in Review

Avalon Investment & Advisory sold out of Otis Worldwide (OTIS) in Q2 2021, closing a stake of 5,162 shares — an estimated $353K sold.

Avalon Investment & Advisory first reported a position in OTIS in Q2 2020 and held it in 4 quarters. The position peaked at $449K in Q3 2020. 1,135 funds tracked by Wall St. Rank hold OTIS as of Q2 2021.

  • Avalon Investment & Advisory reported no remaining Otis Worldwide position as of Q2 2021 after selling out during the quarter.
  • Avalon Investment & Advisory sold 5,162 Otis Worldwide shares in Q2 2021, an estimated $353K.
  • Avalon Investment & Advisory first reported a position in Otis Worldwide in Q2 2020 and held it in 4 quarters.
  • Avalon Investment & Advisory's Otis Worldwide position peaked at $449K in Q3 2020.
  • 1,135 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2021.

Based on Avalon Investment & Advisory's 13F filing for Q2 2021, filed 29 Jul 2021.