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Cardan Capital Partners’s Otis Worldwide OTIS Stock Holding History

Cardan Capital Partners’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 		– Sell
-60,606
Closed -$4.96M – 255
2021
Q2 		$4.96M Buy
+60,606
New +$4.66M 0.55% 57

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cardan Capital Partners's OTIS Position: Q3 2021 in Review

Cardan Capital Partners sold out of Otis Worldwide (OTIS) in Q3 2021, closing a stake of 60,606 shares — an estimated $4.96M sold.

Cardan Capital Partners first reported a position in OTIS in Q2 2021 and held it in 1 quarter. The position peaked at $4.96M in Q2 2021. 1,140 funds tracked by Wall St. Rank hold OTIS as of Q3 2021.

  • Cardan Capital Partners reported no remaining Otis Worldwide position as of Q3 2021 after selling out during the quarter.
  • Cardan Capital Partners sold 60,606 Otis Worldwide shares in Q3 2021, an estimated $4.96M.
  • Cardan Capital Partners first reported a position in Otis Worldwide in Q2 2021 and held it in 1 quarter.
  • Cardan Capital Partners's Otis Worldwide position peaked at $4.96M in Q2 2021.
  • 1,140 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.