Dillon & Associates’s Otis Worldwide OTIS Stock Holding History

Dillon & Associates’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
2020 Q3	–	Sell	-6,169	Closed	-$352K	–	69
2020 Q2	$352K	Buy	+6,169	New	+$320K	0.1%	54

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Dillon & Associates's OTIS Position: Q3 2020 in Review

Dillon & Associates sold out of Otis Worldwide (OTIS) in Q3 2020, closing a stake of 6,169 shares — an estimated $352K sold.

Dillon & Associates first reported a position in OTIS in Q2 2020 and held it in 1 quarter. The position peaked at $352K in Q2 2020. 1,112 funds tracked by Wall St. Rank hold OTIS as of Q3 2020.

Dillon & Associates reported no remaining Otis Worldwide position as of Q3 2020 after selling out during the quarter.
Dillon & Associates sold 6,169 Otis Worldwide shares in Q3 2020, an estimated $352K.
Dillon & Associates first reported a position in Otis Worldwide in Q2 2020 and held it in 1 quarter.
Dillon & Associates's Otis Worldwide position peaked at $352K in Q2 2020.
1,112 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2020.

Based on Dillon & Associates's 13F filing for Q3 2020, filed 6 Nov 2020.