Girard Partners’s Otis Worldwide OTIS Stock Holding History

Girard Partners’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	-3,708	Closed	-$210K	–	218
2020 Q2	$210K	Buy	+3,708	New	+$192K	0.04%	199

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

Girard Partners's OTIS Position: Q3 2020 in Review

Girard Partners sold out of Otis Worldwide (OTIS) in Q3 2020, closing a stake of 3,708 shares — an estimated $210K sold.

Girard Partners first reported a position in OTIS in Q2 2020 and held it in 1 quarter. The position peaked at $210K in Q2 2020. 1,111 funds tracked by Wall St. Rank hold OTIS as of Q3 2020.

Girard Partners reported no remaining Otis Worldwide position as of Q3 2020 after selling out during the quarter.
Girard Partners sold 3,708 Otis Worldwide shares in Q3 2020, an estimated $210K.
Girard Partners first reported a position in Otis Worldwide in Q2 2020 and held it in 1 quarter.
Girard Partners's Otis Worldwide position peaked at $210K in Q2 2020.
1,111 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2020.

Based on Girard Partners's 13F filing for Q3 2020, filed 13 Nov 2020.