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Barbara Oil Co’s Otis Worldwide OTIS Stock Holding History

Barbara Oil Co’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
2020
Q4 		– Sell
-4,000
Closed -$250K – 88
2020
Q3 		$250K Hold
4,000
– – 0.14% 88
2020
Q2 		$227K Buy
+4,000
New +$207K 0.13% 90

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State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Barbara Oil Co's OTIS Position: Q4 2020 in Review

Barbara Oil Co sold out of Otis Worldwide (OTIS) in Q4 2020, closing a stake of 4,000 shares — an estimated $250K sold.

Barbara Oil Co first reported a position in OTIS in Q2 2020 and held it in 2 quarters. The position peaked at $250K in Q3 2020. 1,165 funds tracked by Wall St. Rank hold OTIS as of Q4 2020.

  • Barbara Oil Co reported no remaining Otis Worldwide position as of Q4 2020 after selling out during the quarter.
  • Barbara Oil Co sold 4,000 Otis Worldwide shares in Q4 2020, an estimated $250K.
  • Barbara Oil Co first reported a position in Otis Worldwide in Q2 2020 and held it in 2 quarters.
  • Barbara Oil Co's Otis Worldwide position peaked at $250K in Q3 2020.
  • 1,165 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2020.

Based on Barbara Oil Co's 13F filing for Q4 2020, filed 16 Feb 2021.