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Counterpoint Mutual Funds’s Otis Worldwide OTIS Stock Holding History

Counterpoint Mutual Funds’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
Q4 		– Sell
-247
Closed -$20K – 217
2021
Q3 		$20K Buy
+247
New +$21.7K 0.02% 100

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 $298B AUM 21.96% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Counterpoint Mutual Funds's OTIS Position: Q4 2021 in Review

Counterpoint Mutual Funds sold out of Otis Worldwide (OTIS) in Q4 2021, closing a stake of 247 shares — an estimated $20K sold.

Counterpoint Mutual Funds first reported a position in OTIS in Q3 2021 and held it in 1 quarter. The position peaked at $20K in Q3 2021. 1,192 funds tracked by Wall St. Rank hold OTIS as of Q4 2021.

  • Counterpoint Mutual Funds reported no remaining Otis Worldwide position as of Q4 2021 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 247 Otis Worldwide shares in Q4 2021, an estimated $20K.
  • Counterpoint Mutual Funds first reported a position in Otis Worldwide in Q3 2021 and held it in 1 quarter.
  • Counterpoint Mutual Funds's Otis Worldwide position peaked at $20K in Q3 2021.
  • 1,192 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2021.

Based on Counterpoint Mutual Funds's 13F filing for Q4 2021, filed 28 Jan 2022.