Nicholas Company
OTIS icon

Nicholas Company’s Otis Worldwide OTIS Stock Holding History

Nicholas Company’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 		– Sell
-300,935
Closed -$20.6M – 235
2021
Q1 		$20.6M Sell
300,935
-7,300
-2% -$477K 0.38% 74
2020
Q4 		$20.8M Hold
308,235
– – 0.39% 76
2020
Q3 		$19.2M Buy
308,235
+10,595
+4% +$648K 0.41% 76
2020
Q2 		$16.9M Buy
+297,640
New +$15.4M 0.39% 77

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nicholas Company's OTIS Position: Q2 2021 in Review

Nicholas Company sold out of Otis Worldwide (OTIS) in Q2 2021, closing a stake of 300,935 shares — an estimated $20.6M sold.

Nicholas Company first reported a position in OTIS in Q2 2020 and held it in 4 quarters. The position peaked at $20.8M in Q4 2020. 1,138 funds tracked by Wall St. Rank hold OTIS as of Q2 2021.

  • Nicholas Company reported no remaining Otis Worldwide position as of Q2 2021 after selling out during the quarter.
  • Nicholas Company sold 300,935 Otis Worldwide shares in Q2 2021, an estimated $20.6M.
  • Nicholas Company first reported a position in Otis Worldwide in Q2 2020 and held it in 4 quarters.
  • Nicholas Company's Otis Worldwide position peaked at $20.8M in Q4 2020.
  • 1,138 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2021.

Based on Nicholas Company's 13F filing for Q2 2021, filed 12 Aug 2021.