DSA
OTIS icon

Davis Selected Advisers’s Otis Worldwide OTIS Stock Holding History

Davis Selected Advisers’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
-12,579
Closed -$850K – 116
2020
Q4 		$850K Sell
12,579
-1,757
-12% -$114K ﹤0.01% 107
2020
Q3 		$895K Sell
14,336
-71
-0.5% -$4.34K 0.01% 106
2020
Q2 		$819K Buy
+14,407
New +$746K ﹤0.01% 106

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 $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
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

Davis Selected Advisers's OTIS Position: Q1 2021 in Review

Davis Selected Advisers sold out of Otis Worldwide (OTIS) in Q1 2021, closing a stake of 12,579 shares — an estimated $850K sold.

Davis Selected Advisers first reported a position in OTIS in Q2 2020 and held it in 3 quarters. The position peaked at $895K in Q3 2020. 1,127 funds tracked by Wall St. Rank hold OTIS as of Q1 2021.

  • Davis Selected Advisers reported no remaining Otis Worldwide position as of Q1 2021 after selling out during the quarter.
  • Davis Selected Advisers sold 12,579 Otis Worldwide shares in Q1 2021, an estimated $850K.
  • Davis Selected Advisers first reported a position in Otis Worldwide in Q2 2020 and held it in 3 quarters.
  • Davis Selected Advisers's Otis Worldwide position peaked at $895K in Q3 2020.
  • 1,127 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2021.

Based on Davis Selected Advisers's 13F filing for Q1 2021, filed 13 May 2021.