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Highland Capital Management (Tennessee)’s Otis Worldwide OTIS Stock Holding History

Highland Capital Management (Tennessee)’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
Q2 		– Sell
-16,265
Closed -$1.11M – 341
2021
Q1 		$1.11M Sell
16,265
-1,399
-8% -$91.5K 0.07% 230
2020
Q4 		$1.19M Sell
17,664
-1,097
-6% -$71.2K 0.08% 223
2020
Q3 		$1.17M Sell
18,761
-100
-0.5% -$6.12K 0.08% 208
2020
Q2 		$1.07M Buy
+18,861
New +$977K 0.08% 209

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

Highland Capital Management (Tennessee)'s OTIS Position: Q2 2021 in Review

Highland Capital Management (Tennessee) sold out of Otis Worldwide (OTIS) in Q2 2021, closing a stake of 16,265 shares — an estimated $1.11M sold.

Highland Capital Management (Tennessee) first reported a position in OTIS in Q2 2020 and held it in 4 quarters. The position peaked at $1.19M in Q4 2020. 1,136 funds tracked by Wall St. Rank hold OTIS as of Q2 2021.

  • Highland Capital Management (Tennessee) reported no remaining Otis Worldwide position as of Q2 2021 after selling out during the quarter.
  • Highland Capital Management (Tennessee) sold 16,265 Otis Worldwide shares in Q2 2021, an estimated $1.11M.
  • Highland Capital Management (Tennessee) first reported a position in Otis Worldwide in Q2 2020 and held it in 4 quarters.
  • Highland Capital Management (Tennessee)'s Otis Worldwide position peaked at $1.19M in Q4 2020.
  • 1,136 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2021.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q2 2021, filed 30 Jul 2021.