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Fundsmith Long/Short Master Fund’s Otis Worldwide OTIS Stock Holding History

Fundsmith Long/Short Master Fund’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 		$5.02M Buy
73,375
+161
+0.2% +$10.5K 4.15% 9
2020
Q4 		$4.95M Buy
+73,214
New +$4.75M 4.05% 11

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

Fundsmith Long/Short Master Fund's OTIS Position: Q1 2021 in Review

Fundsmith Long/Short Master Fund increased its Otis Worldwide (OTIS) stake by 0.22% in Q1 2021, buying an estimated $10.5K and bringing the position to 73,375 shares worth $5.02M. The position accounts for 4.15% of the portfolio, ranked #9.

Fundsmith Long/Short Master Fund first reported a position in OTIS in Q4 2020 and has held it in 2 quarters since. 1,127 funds tracked by Wall St. Rank hold OTIS as of Q1 2021.

  • Fundsmith Long/Short Master Fund held 73,375 shares of Otis Worldwide worth $5.02M as of Q1 2021.
  • Fundsmith Long/Short Master Fund bought 161 Otis Worldwide shares in Q1 2021, an estimated $10.5K.
  • Otis Worldwide made up 4.15% of Fundsmith Long/Short Master Fund's portfolio in Q1 2021, its #9 holding.
  • Fundsmith Long/Short Master Fund first reported a position in Otis Worldwide in Q4 2020 and has held it in 2 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2021.

Based on Fundsmith Long/Short Master Fund's 13F filing for Q1 2021, filed 14 May 2021.