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Cutler Investment Counsel’s Otis Worldwide OTIS Stock Holding History

Cutler Investment Counsel’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
Q1 		– Sell
-25,741
Closed -$1.74M – 93
2020
Q4 		$1.74M Buy
25,741
+189
+0.7% +$12.3K 0.32% 52
2020
Q3 		$1.59M Sell
25,552
-5
-0% -$306 0.31% 53
2020
Q2 		$1.45M Buy
+25,557
New +$1.32M 0.31% 49

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
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 $29.2B AUM 20.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Cutler Investment Counsel's OTIS Position: Q1 2021 in Review

Cutler Investment Counsel sold out of Otis Worldwide (OTIS) in Q1 2021, closing a stake of 25,741 shares — an estimated $1.74M sold.

Cutler Investment Counsel first reported a position in OTIS in Q2 2020 and held it in 3 quarters. The position peaked at $1.74M in Q4 2020. 1,128 funds tracked by Wall St. Rank hold OTIS as of Q1 2021.

  • Cutler Investment Counsel reported no remaining Otis Worldwide position as of Q1 2021 after selling out during the quarter.
  • Cutler Investment Counsel sold 25,741 Otis Worldwide shares in Q1 2021, an estimated $1.74M.
  • Cutler Investment Counsel first reported a position in Otis Worldwide in Q2 2020 and held it in 3 quarters.
  • Cutler Investment Counsel's Otis Worldwide position peaked at $1.74M in Q4 2020.
  • 1,128 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2021.

Based on Cutler Investment Counsel's 13F filing for Q1 2021, filed 7 May 2021.