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Berman Capital Advisors’s Otis Worldwide OTIS Stock Holding History

Berman Capital 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
Q3 		$104K Buy
1,265
+423
+50% +$37.2K 0.02% 429
2021
Q2 		$68K Buy
842
+239
+40% +$18.4K 0.01% 482
2021
Q1 		$41K Buy
603
+200
+50% +$13.1K 0.01% 550
2020
Q4 		$27K Buy
403
+162
+67% +$10.5K 0.01% 589
2020
Q3 		$14K Sell
241
-288
-54% -$17.6K ﹤0.01% 693
2020
Q2 		$29K Buy
+529
New +$27.4K 0.01% 450

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 $315B AUM 27.84% 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

Berman Capital Advisors's OTIS Position: Q3 2021 in Review

Berman Capital Advisors increased its Otis Worldwide (OTIS) stake by 50% in Q3 2021, buying an estimated $37.2K and bringing the position to 1,265 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #429.

Berman Capital Advisors first reported a position in OTIS in Q2 2020 and has held it in 6 quarters since. 1,140 funds tracked by Wall St. Rank hold OTIS as of Q3 2021.

  • Berman Capital Advisors held 1,265 shares of Otis Worldwide worth $104K as of Q3 2021.
  • Berman Capital Advisors bought 423 Otis Worldwide shares in Q3 2021, an estimated $37.2K.
  • Otis Worldwide made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #429 holding.
  • Berman Capital Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 6 quarters since.
  • 1,140 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.