JPLA
OTIS icon

Joseph P. Lucia & Associates’s Otis Worldwide OTIS Stock Holding History

Joseph P. Lucia & Associates’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
-75
Closed -$4K – 342
2020
Q2 		$4K Buy
+75
New +$3.89K ﹤0.01% 392

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

Joseph P. Lucia & Associates's OTIS Position: Q3 2020 in Review

Joseph P. Lucia & Associates sold out of Otis Worldwide (OTIS) in Q3 2020, closing a stake of 75 shares — an estimated $4K sold.

Joseph P. Lucia & Associates first reported a position in OTIS in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 1,111 funds tracked by Wall St. Rank hold OTIS as of Q3 2020.

  • Joseph P. Lucia & Associates reported no remaining Otis Worldwide position as of Q3 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 75 Otis Worldwide shares in Q3 2020, an estimated $4K.
  • Joseph P. Lucia & Associates first reported a position in Otis Worldwide in Q2 2020 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's Otis Worldwide position peaked at $4K in Q2 2020.
  • 1,111 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2020, filed 20 Oct 2020.