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Farr Miller & Washington’s Otis Worldwide OTIS Stock Holding History

Farr Miller & Washington’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
Q3 		$13.1M Sell
158,938
-852
-0.5% -$74.9K 0.85% 31
2021
Q2 		$13.1M Buy
159,790
+630
+0.4% +$48.5K 0.85% 31
2021
Q1 		$10.9M Sell
159,160
-1,142
-0.7% -$74.7K 0.77% 31
2020
Q4 		$10.8M Buy
160,302
+1,617
+1% +$105K 0.83% 31
2020
Q3 		$9.9M Sell
158,685
-32,206
-17% -$1.97M 0.86% 31
2020
Q2 		$10.9M Buy
+190,891
New +$9.89M 0.89% 31

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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 $544B AUM 28.31% 1-Year Est. Return

Farr Miller & Washington's OTIS Position: Q3 2021 in Review

Farr Miller & Washington reduced its Otis Worldwide (OTIS) stake by 0.53% in Q3 2021, selling an estimated $74.9K and leaving 158,938 shares worth $13.1M. The position accounts for 0.85% of the portfolio, ranked #31.

Farr Miller & Washington first reported a position in OTIS in Q2 2020 and has held it in 6 quarters since. 1,139 funds tracked by Wall St. Rank hold OTIS as of Q3 2021.

  • Farr Miller & Washington held 158,938 shares of Otis Worldwide worth $13.1M as of Q3 2021.
  • Farr Miller & Washington sold 852 Otis Worldwide shares in Q3 2021, an estimated $74.9K.
  • Otis Worldwide made up 0.85% of Farr Miller & Washington's portfolio in Q3 2021, its #31 holding.
  • Farr Miller & Washington first reported a position in Otis Worldwide in Q2 2020 and has held it in 6 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2021.

Based on Farr Miller & Washington's 13F filing for Q3 2021, filed 15 Nov 2021.