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Davide Leone & Partners Investment Company’s Otis Worldwide OTIS Stock Holding History

Davide Leone & Partners Investment Company’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
Q2 		– Sell
-636,135
Closed -$43.5M – 97
2021
Q1 		$43.5M Hold
636,135
– – 5.42% 8
2020
Q4 		$43M Sell
636,135
-306,365
-33% -$19.9M 4.47% 7
2020
Q3 		$58.8M Sell
942,500
-429,521
-31% -$26.3M 6.67% 7
2020
Q2 		$78M Buy
+1,372,021
New +$71.1M 8.23% 5

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State Street
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Fidelity Investments
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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 $1.61T 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 $609B AUM 40.19% 1-Year Est. Return

Davide Leone & Partners Investment Company's OTIS Position: Q2 2021 in Review

Davide Leone & Partners Investment Company sold out of Otis Worldwide (OTIS) in Q2 2021, closing a stake of 636,135 shares — an estimated $43.5M sold.

Davide Leone & Partners Investment Company first reported a position in OTIS in Q2 2020 and held it in 4 quarters. The position peaked at $78M in Q2 2020. 1,136 funds tracked by Wall St. Rank hold OTIS as of Q2 2021.

  • Davide Leone & Partners Investment Company reported no remaining Otis Worldwide position as of Q2 2021 after selling out during the quarter.
  • Davide Leone & Partners Investment Company sold 636,135 Otis Worldwide shares in Q2 2021, an estimated $43.5M.
  • Davide Leone & Partners Investment Company first reported a position in Otis Worldwide in Q2 2020 and held it in 4 quarters.
  • Davide Leone & Partners Investment Company's Otis Worldwide position peaked at $78M in Q2 2020.
  • 1,136 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2021.

Based on Davide Leone & Partners Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.