Cohen & Steers’s Otis Worldwide OTIS Stock Holding History

Cohen & Steers’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 Q4	–	Sell	-337	Closed	-$21K	–	389
2020 Q3	$21K	Hold	337	–	–	﹤0.01%	361
2020 Q2	$19K	Buy	+337	New	+$17.5K	﹤0.01%	368

Other funds holding OTIS

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cohen & Steers's OTIS Position: Q4 2020 in Review

Cohen & Steers sold out of Otis Worldwide (OTIS) in Q4 2020, closing a stake of 337 shares — an estimated $21K sold.

Cohen & Steers first reported a position in OTIS in Q2 2020 and held it in 2 quarters. The position peaked at $21K in Q3 2020. 1,165 funds tracked by Wall St. Rank hold OTIS as of Q4 2020.

Cohen & Steers reported no remaining Otis Worldwide position as of Q4 2020 after selling out during the quarter.
Cohen & Steers sold 337 Otis Worldwide shares in Q4 2020, an estimated $21K.
Cohen & Steers first reported a position in Otis Worldwide in Q2 2020 and held it in 2 quarters.
Cohen & Steers's Otis Worldwide position peaked at $21K in Q3 2020.
1,165 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2020.

Based on Cohen & Steers's 13F filing for Q4 2020, filed 16 Feb 2021.