PWW
OTIS icon

Pettyjohn Wood & White’s Otis Worldwide OTIS Stock Holding History

Pettyjohn Wood & White’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
Q1 		– Sell
-8,267
Closed -$558K – 157
2020
Q4 		$558K Sell
8,267
-2,416
-23% -$157K 0.14% 98
2020
Q3 		$667K Sell
10,683
-4,428
-29% -$271K 0.2% 80
2020
Q2 		$859K Buy
+15,111
New +$783K 0.27% 70

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Pettyjohn Wood & White's OTIS Position: Q1 2021 in Review

Pettyjohn Wood & White sold out of Otis Worldwide (OTIS) in Q1 2021, closing a stake of 8,267 shares — an estimated $558K sold.

Pettyjohn Wood & White first reported a position in OTIS in Q2 2020 and held it in 3 quarters. The position peaked at $859K in Q2 2020. 1,128 funds tracked by Wall St. Rank hold OTIS as of Q1 2021.

  • Pettyjohn Wood & White reported no remaining Otis Worldwide position as of Q1 2021 after selling out during the quarter.
  • Pettyjohn Wood & White sold 8,267 Otis Worldwide shares in Q1 2021, an estimated $558K.
  • Pettyjohn Wood & White first reported a position in Otis Worldwide in Q2 2020 and held it in 3 quarters.
  • Pettyjohn Wood & White's Otis Worldwide position peaked at $859K in Q2 2020.
  • 1,128 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2021.

Based on Pettyjohn Wood & White's 13F filing for Q1 2021, filed 10 May 2021.