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Nachman Norwood & Parrott’s Otis Worldwide OTIS Stock Holding History

Nachman Norwood & Parrott’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
Q2 		$351K Buy
4,296
+1
+0% +$77 0.04% 223
2021
Q1 		$294K Buy
4,295
+133
+3% +$8.69K 0.03% 227
2020
Q4 		$281K Buy
4,162
+1
+0% +$65 0.03% 220
2020
Q3 		$259K Sell
4,161
-258
-6% -$15.8K 0.03% 215
2020
Q2 		$251K Buy
+4,419
New +$229K 0.04% 217

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

Nachman Norwood & Parrott's OTIS Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its Otis Worldwide (OTIS) stake by 0.02% in Q2 2021, buying an estimated $77 and bringing the position to 4,296 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #223.

Nachman Norwood & Parrott first reported a position in OTIS in Q2 2020 and has held it in 5 quarters since. 1,136 funds tracked by Wall St. Rank hold OTIS as of Q2 2021.

  • Nachman Norwood & Parrott held 4,296 shares of Otis Worldwide worth $351K as of Q2 2021.
  • Nachman Norwood & Parrott bought 1 Otis Worldwide share in Q2 2021, an estimated $77.
  • Otis Worldwide made up 0.04% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #223 holding.
  • Nachman Norwood & Parrott first reported a position in Otis Worldwide in Q2 2020 and has held it in 5 quarters since.
  • 1,136 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.