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Meitav Investment House’s Otis Worldwide OTIS Stock Holding History

Meitav Investment House’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
-736
Closed -$349K – 449
2020
Q4 		$349K Hold
736
– – 0.01% 323
2020
Q3 		$291K Sell
736
-679
-48% -$41.5K 0.01% 337
2020
Q2 		$327K Buy
+1,415
New +$73.3K 0.02% 294

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

Meitav Investment House's OTIS Position: Q1 2021 in Review

Meitav Investment House sold out of Otis Worldwide (OTIS) in Q1 2021, closing a stake of 736 shares — an estimated $349K sold.

Meitav Investment House first reported a position in OTIS in Q2 2020 and held it in 3 quarters. The position peaked at $349K in Q4 2020. 1,127 funds tracked by Wall St. Rank hold OTIS as of Q1 2021.

  • Meitav Investment House reported no remaining Otis Worldwide position as of Q1 2021 after selling out during the quarter.
  • Meitav Investment House sold 736 Otis Worldwide shares in Q1 2021, an estimated $349K.
  • Meitav Investment House first reported a position in Otis Worldwide in Q2 2020 and held it in 3 quarters.
  • Meitav Investment House's Otis Worldwide position peaked at $349K in Q4 2020.
  • 1,127 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2021.

Based on Meitav Investment House's 13F filing for Q1 2021, filed 6 May 2021.