Mid Atlantic Financial Management’s Otis Worldwide OTIS Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$347K	Sell	4,223 -210	-5%	-$18.5K	0.02%	602
2021 Q2	$363K	Buy	4,433 +65	+1%	+$5K	0.02%	591
2021 Q1	$299K	Sell	4,368 -98	-2%	-$6.41K	0.02%	629
2020 Q4	$302K	Buy	4,466 +99	+2%	+$6.42K	0.02%	573
2020 Q3	$277K	Buy	4,367 +284	+7%	+$17.4K	0.02%	549
2020 Q2	$232K	Buy	+4,083	New	+$212K	0.02%	574

Other funds holding OTIS

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mid Atlantic Financial Management's OTIS Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Otis Worldwide (OTIS) stake by 4.7% in Q3 2021, selling an estimated $18.5K and leaving 4,223 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #602.

Mid Atlantic Financial Management first reported a position in OTIS in Q2 2020 and has held it in 6 quarters since. The position peaked at $363K in Q2 2021. 1,140 funds tracked by Wall St. Rank hold OTIS as of Q3 2021.

Mid Atlantic Financial Management held 4,223 shares of Otis Worldwide worth $347K as of Q3 2021.
Mid Atlantic Financial Management sold 210 Otis Worldwide shares in Q3 2021, an estimated $18.5K.
Otis Worldwide made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #602 holding.
Mid Atlantic Financial Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 6 quarters since.
Mid Atlantic Financial Management's Otis Worldwide position peaked at $363K in Q2 2021.
1,140 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.