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Family Capital Trust’s Otis Worldwide OTIS Stock Holding History

Family Capital Trust’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
Q4 		– Sell
-7,999
Closed -$499K – 55
2020
Q3 		$499K Sell
7,999
-13,184
-62% -$806K 0.16% 34
2020
Q2 		$1.2M Buy
+21,183
New +$1.1M 0.43% 29

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Family Capital Trust's OTIS Position: Q4 2020 in Review

Family Capital Trust sold out of Otis Worldwide (OTIS) in Q4 2020, closing a stake of 7,999 shares — an estimated $499K sold.

Family Capital Trust first reported a position in OTIS in Q2 2020 and held it in 2 quarters. The position peaked at $1.2M in Q2 2020. 1,165 funds tracked by Wall St. Rank hold OTIS as of Q4 2020.

  • Family Capital Trust reported no remaining Otis Worldwide position as of Q4 2020 after selling out during the quarter.
  • Family Capital Trust sold 7,999 Otis Worldwide shares in Q4 2020, an estimated $499K.
  • Family Capital Trust first reported a position in Otis Worldwide in Q2 2020 and held it in 2 quarters.
  • Family Capital Trust's Otis Worldwide position peaked at $1.2M in Q2 2020.
  • 1,165 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2020.

Based on Family Capital Trust's 13F filing for Q4 2020, filed 4 Feb 2021.