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Rikoon Group’s Otis Worldwide OTIS Stock Holding History

Rikoon Group’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 		$493K Buy
7,201
+36
+0.5% +$2.35K 0.13% 141
2020
Q4 		$484K Hold
7,165
– – 0.14% 142
2020
Q3 		$447K Sell
7,165
-84
-1% -$5.14K 0.14% 132
2020
Q2 		$412K Buy
+7,249
New +$376K 0.14% 131

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

Rikoon Group's OTIS Position: Q1 2021 in Review

Rikoon Group increased its Otis Worldwide (OTIS) stake by 0.5% in Q1 2021, buying an estimated $2.35K and bringing the position to 7,201 shares worth $493K. The position accounts for 0.13% of the portfolio, ranked #141.

Rikoon Group first reported a position in OTIS in Q2 2020 and has held it in 4 quarters since. 1,128 funds tracked by Wall St. Rank hold OTIS as of Q1 2021.

  • Rikoon Group held 7,201 shares of Otis Worldwide worth $493K as of Q1 2021.
  • Rikoon Group bought 36 Otis Worldwide shares in Q1 2021, an estimated $2.35K.
  • Otis Worldwide made up 0.13% of Rikoon Group's portfolio in Q1 2021, its #141 holding.
  • Rikoon Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 4 quarters since.
  • 1,128 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.