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James Hambro & Partners’s Otis Worldwide OTIS Stock Holding History

James Hambro & 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
Q1 		– Sell
-3,667
Closed -$248K – 105
2020
Q4 		$248K Buy
+3,667
New +$238K 0.03% 85

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

James Hambro & Partners's OTIS Position: Q1 2021 in Review

James Hambro & Partners sold out of Otis Worldwide (OTIS) in Q1 2021, closing a stake of 3,667 shares — an estimated $248K sold.

James Hambro & Partners first reported a position in OTIS in Q4 2020 and held it in 1 quarter. The position peaked at $248K in Q4 2020. 1,127 funds tracked by Wall St. Rank hold OTIS as of Q1 2021.

  • James Hambro & Partners reported no remaining Otis Worldwide position as of Q1 2021 after selling out during the quarter.
  • James Hambro & Partners sold 3,667 Otis Worldwide shares in Q1 2021, an estimated $248K.
  • James Hambro & Partners first reported a position in Otis Worldwide in Q4 2020 and held it in 1 quarter.
  • James Hambro & Partners's Otis Worldwide position peaked at $248K in Q4 2020.
  • 1,127 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2021.

Based on James Hambro & Partners's 13F filing for Q1 2021, filed 28 Apr 2021.