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Cramer Rosenthal McGlynn’s Otis Worldwide OTIS Stock Holding History

Cramer Rosenthal McGlynn’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
-158,002
Closed -$12.9M – 101
2021
Q2 		$12.9M Sell
158,002
-194,432
-55% -$15M 0.41% 76
2021
Q1 		$24.1M Sell
352,434
-102,039
-22% -$6.67M 0.8% 50
2020
Q4 		$30.7M Buy
454,473
+34,495
+8% +$2.24M 0.97% 39
2020
Q3 		$26.2M Sell
419,978
-73,980
-15% -$4.52M 1.06% 37
2020
Q2 		$28.1M Buy
+493,958
New +$25.6M 1.13% 35

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

Cramer Rosenthal McGlynn's OTIS Position: Q3 2021 in Review

Cramer Rosenthal McGlynn sold out of Otis Worldwide (OTIS) in Q3 2021, closing a stake of 158,002 shares — an estimated $12.9M sold.

Cramer Rosenthal McGlynn first reported a position in OTIS in Q2 2020 and held it in 5 quarters. The position peaked at $30.7M in Q4 2020. 1,139 funds tracked by Wall St. Rank hold OTIS as of Q3 2021.

  • Cramer Rosenthal McGlynn reported no remaining Otis Worldwide position as of Q3 2021 after selling out during the quarter.
  • Cramer Rosenthal McGlynn sold 158,002 Otis Worldwide shares in Q3 2021, an estimated $12.9M.
  • Cramer Rosenthal McGlynn first reported a position in Otis Worldwide in Q2 2020 and held it in 5 quarters.
  • Cramer Rosenthal McGlynn's Otis Worldwide position peaked at $30.7M in Q4 2020.
  • 1,139 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2021.

Based on Cramer Rosenthal McGlynn's 13F filing for Q3 2021, filed 15 Nov 2021.