Lenox Wealth Management’s Otis Worldwide OTIS Stock Holding History

Lenox Wealth Management’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 Q2	$6K	Buy	+107	New	+$5.54K	﹤0.01%	514

Other funds holding OTIS

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lenox Wealth Management's OTIS Position: Q2 2020 in Review

Lenox Wealth Management opened a new position in Otis Worldwide (OTIS) in Q2 2020: 107 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #514 among its holdings.

1,128 funds tracked by Wall St. Rank hold OTIS as of Q2 2020.

Lenox Wealth Management held 107 shares of Otis Worldwide worth $6K as of Q2 2020.
Otis Worldwide was a new Lenox Wealth Management position in Q2 2020.
Otis Worldwide made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #514 holding.
1,128 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.