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Klingenstein Fields & Co’s Otis Worldwide OTIS Stock Holding History

Klingenstein Fields & Co’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
Q4 		– Sell
-6,759
Closed -$422K – 189
2020
Q3 		$422K Sell
6,759
-1,800
-21% -$110K 0.02% 138
2020
Q2 		$487K Buy
+8,559
New +$443K 0.03% 127

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Klingenstein Fields & Co's OTIS Position: Q4 2020 in Review

Klingenstein Fields & Co sold out of Otis Worldwide (OTIS) in Q4 2020, closing a stake of 6,759 shares — an estimated $422K sold.

Klingenstein Fields & Co first reported a position in OTIS in Q2 2020 and held it in 2 quarters. The position peaked at $487K in Q2 2020. 1,165 funds tracked by Wall St. Rank hold OTIS as of Q4 2020.

  • Klingenstein Fields & Co reported no remaining Otis Worldwide position as of Q4 2020 after selling out during the quarter.
  • Klingenstein Fields & Co sold 6,759 Otis Worldwide shares in Q4 2020, an estimated $422K.
  • Klingenstein Fields & Co first reported a position in Otis Worldwide in Q2 2020 and held it in 2 quarters.
  • Klingenstein Fields & Co's Otis Worldwide position peaked at $487K in Q2 2020.
  • 1,165 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2020.

Based on Klingenstein Fields & Co's 13F filing for Q4 2020, filed 2 Feb 2021.