Barrow, Hanley, Mewhinney & Strauss
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Barrow, Hanley, Mewhinney & Strauss’s Otis Worldwide OTIS Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
Q3 		– Sell
-11,013
Closed -$626K – 340
2020
Q2 		$626K Buy
+11,013
New +$571K ﹤0.01% 217

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's OTIS Position: Q3 2020 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Otis Worldwide (OTIS) in Q3 2020, closing a stake of 11,013 shares — an estimated $626K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in OTIS in Q2 2020 and held it in 1 quarter. The position peaked at $626K in Q2 2020. 1,111 funds tracked by Wall St. Rank hold OTIS as of Q3 2020.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining Otis Worldwide position as of Q3 2020 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 11,013 Otis Worldwide shares in Q3 2020, an estimated $626K.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Otis Worldwide in Q2 2020 and held it in 1 quarter.
  • Barrow, Hanley, Mewhinney & Strauss's Otis Worldwide position peaked at $626K in Q2 2020.
  • 1,111 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2020.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q3 2020, filed 12 Nov 2020.