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Mercer Capital Advisers’s Otis Worldwide OTIS Stock Holding History

Mercer Capital Advisers’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
Q3 		$60K Hold
728
– – 0.03% 137
2021
Q2 		$60K Sell
728
-11
-1% -$847 0.03% 147
2021
Q1 		$51K Hold
739
– – 0.03% 147
2020
Q4 		$50K Hold
739
– – 0.03% 142
2020
Q3 		$46K Hold
739
– – 0.03% 138
2020
Q2 		$42K Buy
+739
New +$38.3K 0.03% 138

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mercer Capital Advisers's OTIS Position: Q3 2021 in Review

Mercer Capital Advisers held its Otis Worldwide (OTIS) position steady in Q3 2021 at 728 shares worth $60K. The position accounts for 0.03% of the portfolio, ranked #137.

Mercer Capital Advisers first reported a position in OTIS in Q2 2020 and has held it in 6 quarters since. 1,140 funds tracked by Wall St. Rank hold OTIS as of Q3 2021.

  • Mercer Capital Advisers held 728 shares of Otis Worldwide worth $60K as of Q3 2021.
  • Mercer Capital Advisers left its Otis Worldwide share count unchanged in Q3 2021.
  • Otis Worldwide made up 0.03% of Mercer Capital Advisers's portfolio in Q3 2021, its #137 holding.
  • Mercer Capital Advisers first reported a position in Otis Worldwide in Q2 2020 and has held it in 6 quarters since.
  • 1,140 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2021.

Based on Mercer Capital Advisers's 13F filing for Q3 2021, filed 27 Oct 2021.