Brinker Capital’s Otis Worldwide OTIS Stock Holding History

Brinker Capital’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 Q2	$719K	Buy	+12,640	New	+$655K	0.02%	603

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brinker Capital's OTIS Position: Q2 2020 in Review

Brinker Capital opened a new position in Otis Worldwide (OTIS) in Q2 2020: 12,640 shares worth $719K. The stake represents 0.02% of the portfolio and ranks #603 among its holdings.

1,130 funds tracked by Wall St. Rank hold OTIS as of Q2 2020.

Brinker Capital held 12,640 shares of Otis Worldwide worth $719K as of Q2 2020.
Otis Worldwide was a new Brinker Capital position in Q2 2020.
Otis Worldwide made up 0.02% of Brinker Capital's portfolio in Q2 2020, its #603 holding.
1,130 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2020.

Based on Brinker Capital's 13F filing for Q2 2020, filed 30 Jul 2020.