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Bel Air Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Bel Air Investment Advisors’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 		$43.6M Buy
532,630
+14,085
+3% +$1.08M 1.33% 27
2021
Q1 		$35.5M Buy
+518,545
New +$33.9M 1.12% 29

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

Bel Air Investment Advisors's OTIS Position: Q2 2021 in Review

Bel Air Investment Advisors increased its Otis Worldwide (OTIS) stake by 2.7% in Q2 2021, buying an estimated $1.08M and bringing the position to 532,630 shares worth $43.6M. The position accounts for 1.33% of the portfolio, ranked #27.

Bel Air Investment Advisors first reported a position in OTIS in Q1 2021 and has held it in 2 quarters since. 1,135 funds tracked by Wall St. Rank hold OTIS as of Q2 2021.

  • Bel Air Investment Advisors held 532,630 shares of Otis Worldwide worth $43.6M as of Q2 2021.
  • Bel Air Investment Advisors bought 14,085 Otis Worldwide shares in Q2 2021, an estimated $1.08M.
  • Otis Worldwide made up 1.33% of Bel Air Investment Advisors's portfolio in Q2 2021, its #27 holding.
  • Bel Air Investment Advisors first reported a position in Otis Worldwide in Q1 2021 and has held it in 2 quarters since.
  • 1,135 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.