Modus Advisors’s Otis Worldwide OTIS Stock Holding History

Modus Advisors’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 Q3	–	Sell	-157	Closed	-$9K	–	169
2020 Q2	$9K	Buy	+157	New	+$8.13K	0.01%	173

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

Modus Advisors's OTIS Position: Q3 2020 in Review

Modus Advisors sold out of Otis Worldwide (OTIS) in Q3 2020, closing a stake of 157 shares — an estimated $9K sold.

Modus Advisors first reported a position in OTIS in Q2 2020 and held it in 1 quarter. The position peaked at $9K in Q2 2020. 1,111 funds tracked by Wall St. Rank hold OTIS as of Q3 2020.

Modus Advisors reported no remaining Otis Worldwide position as of Q3 2020 after selling out during the quarter.
Modus Advisors sold 157 Otis Worldwide shares in Q3 2020, an estimated $9K.
Modus Advisors first reported a position in Otis Worldwide in Q2 2020 and held it in 1 quarter.
Modus Advisors's Otis Worldwide position peaked at $9K in Q2 2020.
1,111 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2020.

Based on Modus Advisors's 13F filing for Q3 2020, filed 1 Oct 2020.