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Capstone Financial Group’s Otis Worldwide OTIS Stock Holding History

Capstone Financial Group’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 		$67K Hold
1,053
– – 0.05% 116
2020
Q2 		$60K Buy
+1,053
New +$54.6K 0.05% 115

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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $27.6B AUM 23.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Capstone Financial Group's OTIS Position: Q3 2020 in Review

Capstone Financial Group held its Otis Worldwide (OTIS) position steady in Q3 2020 at 1,053 shares worth $67K. The position accounts for 0.05% of the portfolio, ranked #116.

Capstone Financial Group first reported a position in OTIS in Q2 2020 and has held it in 2 quarters since. 1,112 funds tracked by Wall St. Rank hold OTIS as of Q3 2020.

  • Capstone Financial Group held 1,053 shares of Otis Worldwide worth $67K as of Q3 2020.
  • Capstone Financial Group left its Otis Worldwide share count unchanged in Q3 2020.
  • Otis Worldwide made up 0.05% of Capstone Financial Group's portfolio in Q3 2020, its #116 holding.
  • Capstone Financial Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 2 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.