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Legacy Wealth Management (Mississippi)’s Otis Worldwide OTIS Stock Holding History

Legacy Wealth Management (Mississippi)’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
-4,914
Closed -$279K – 99
2020
Q2 		$279K Buy
+4,914
New +$255K 0.21% 88

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

Legacy Wealth Management (Mississippi)'s OTIS Position: Q3 2020 in Review

Legacy Wealth Management (Mississippi) sold out of Otis Worldwide (OTIS) in Q3 2020, closing a stake of 4,914 shares — an estimated $279K sold.

Legacy Wealth Management (Mississippi) first reported a position in OTIS in Q2 2020 and held it in 1 quarter. The position peaked at $279K in Q2 2020. 1,111 funds tracked by Wall St. Rank hold OTIS as of Q3 2020.

  • Legacy Wealth Management (Mississippi) reported no remaining Otis Worldwide position as of Q3 2020 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 4,914 Otis Worldwide shares in Q3 2020, an estimated $279K.
  • Legacy Wealth Management (Mississippi) first reported a position in Otis Worldwide in Q2 2020 and held it in 1 quarter.
  • Legacy Wealth Management (Mississippi)'s Otis Worldwide position peaked at $279K in Q2 2020.
  • 1,111 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2020.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q3 2020, filed 12 Dec 2024.