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Horizon Bancorp’s Otis Worldwide OTIS Stock Holding History

Horizon Bancorp’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 		$12K Buy
195
+5
+3% +$306 0.02% 205
2020
Q2 		$11K Buy
+190
New +$9.84K 0.01% 206

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Horizon Bancorp's OTIS Position: Q3 2020 in Review

Horizon Bancorp increased its Otis Worldwide (OTIS) stake by 2.6% in Q3 2020, buying an estimated $306 and bringing the position to 195 shares worth $12K. The position accounts for 0.02% of the portfolio, ranked #205.

Horizon Bancorp first reported a position in OTIS in Q2 2020 and has held it in 2 quarters since. 1,111 funds tracked by Wall St. Rank hold OTIS as of Q3 2020.

  • Horizon Bancorp held 195 shares of Otis Worldwide worth $12K as of Q3 2020.
  • Horizon Bancorp bought 5 Otis Worldwide shares in Q3 2020, an estimated $306.
  • Otis Worldwide made up 0.02% of Horizon Bancorp's portfolio in Q3 2020, its #205 holding.
  • Horizon Bancorp first reported a position in Otis Worldwide in Q2 2020 and has held it in 2 quarters since.
  • 1,111 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2020.

Based on Horizon Bancorp's 13F filing for Q3 2020, filed 12 Nov 2020.