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Lipe & Dalton’s Otis Worldwide OTIS Stock Holding History

Lipe & Dalton’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
-10,502
Closed -$709K – 103
2020
Q4 		$709K Sell
10,502
-2,700
-20% -$175K 0.44% 49
2020
Q3 		$824K Sell
13,202
-619
-4% -$37.9K 0.57% 49
2020
Q2 		$786K Buy
+13,821
New +$716K 0.57% 50

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

Lipe & Dalton's OTIS Position: Q1 2021 in Review

Lipe & Dalton sold out of Otis Worldwide (OTIS) in Q1 2021, closing a stake of 10,502 shares — an estimated $709K sold.

Lipe & Dalton first reported a position in OTIS in Q2 2020 and held it in 3 quarters. The position peaked at $824K in Q3 2020. 1,127 funds tracked by Wall St. Rank hold OTIS as of Q1 2021.

  • Lipe & Dalton reported no remaining Otis Worldwide position as of Q1 2021 after selling out during the quarter.
  • Lipe & Dalton sold 10,502 Otis Worldwide shares in Q1 2021, an estimated $709K.
  • Lipe & Dalton first reported a position in Otis Worldwide in Q2 2020 and held it in 3 quarters.
  • Lipe & Dalton's Otis Worldwide position peaked at $824K in Q3 2020.
  • 1,127 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2021.

Based on Lipe & Dalton's 13F filing for Q1 2021, filed 30 Apr 2021.