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North American Management’s Otis Worldwide OTIS Stock Holding History

North American 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
2020
Q4 		– Sell
-16,970
Closed -$1.06M – 108
2020
Q3 		$1.06M Sell
16,970
-76,875
-82% -$4.7M 0.16% 64
2020
Q2 		$5.34M Buy
+93,845
New +$4.86M 0.87% 38

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

North American Management's OTIS Position: Q4 2020 in Review

North American Management sold out of Otis Worldwide (OTIS) in Q4 2020, closing a stake of 16,970 shares — an estimated $1.06M sold.

North American Management first reported a position in OTIS in Q2 2020 and held it in 2 quarters. The position peaked at $5.34M in Q2 2020. 1,167 funds tracked by Wall St. Rank hold OTIS as of Q4 2020.

  • North American Management reported no remaining Otis Worldwide position as of Q4 2020 after selling out during the quarter.
  • North American Management sold 16,970 Otis Worldwide shares in Q4 2020, an estimated $1.06M.
  • North American Management first reported a position in Otis Worldwide in Q2 2020 and held it in 2 quarters.
  • North American Management's Otis Worldwide position peaked at $5.34M in Q2 2020.
  • 1,167 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2020.

Based on North American Management's 13F filing for Q4 2020, filed 5 Feb 2021.