Isthmus Partners’s Otis Worldwide OTIS Stock Holding History

Isthmus 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
2021 Q3	–	Sell	-576	Closed	-$47K	–	233
2021 Q2	$47K	Buy	+576	New	+$44.3K	0.01%	198

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Isthmus Partners's OTIS Position: Q3 2021 in Review

Isthmus Partners sold out of Otis Worldwide (OTIS) in Q3 2021, closing a stake of 576 shares — an estimated $47K sold.

Isthmus Partners first reported a position in OTIS in Q2 2021 and held it in 1 quarter. The position peaked at $47K in Q2 2021. 1,139 funds tracked by Wall St. Rank hold OTIS as of Q3 2021.

Isthmus Partners reported no remaining Otis Worldwide position as of Q3 2021 after selling out during the quarter.
Isthmus Partners sold 576 Otis Worldwide shares in Q3 2021, an estimated $47K.
Isthmus Partners first reported a position in Otis Worldwide in Q2 2021 and held it in 1 quarter.
Isthmus Partners's Otis Worldwide position peaked at $47K in Q2 2021.
1,139 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2021.

Based on Isthmus Partners's 13F filing for Q3 2021, filed 10 Nov 2021.