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Notis-McConarty Edward’s Otis Worldwide OTIS Stock Holding History

Notis-McConarty Edward’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
-3,677
Closed -$230K – 97
2020
Q3 		$230K Sell
3,677
-2,302
-39% -$141K 0.1% 91
2020
Q2 		$340K Buy
+5,979
New +$310K 0.16% 80

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Notis-McConarty Edward's OTIS Position: Q4 2020 in Review

Notis-McConarty Edward sold out of Otis Worldwide (OTIS) in Q4 2020, closing a stake of 3,677 shares — an estimated $230K sold.

Notis-McConarty Edward first reported a position in OTIS in Q2 2020 and held it in 2 quarters. The position peaked at $340K in Q2 2020. 1,165 funds tracked by Wall St. Rank hold OTIS as of Q4 2020.

  • Notis-McConarty Edward reported no remaining Otis Worldwide position as of Q4 2020 after selling out during the quarter.
  • Notis-McConarty Edward sold 3,677 Otis Worldwide shares in Q4 2020, an estimated $230K.
  • Notis-McConarty Edward first reported a position in Otis Worldwide in Q2 2020 and held it in 2 quarters.
  • Notis-McConarty Edward's Otis Worldwide position peaked at $340K in Q2 2020.
  • 1,165 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2020.

Based on Notis-McConarty Edward's 13F filing for Q4 2020, filed 16 Feb 2021.