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Rothschild & Co Wealth Management (UK)’s Otis Worldwide OTIS Stock Holding History

Rothschild & Co Wealth Management (UK)’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
Q3 		– Sell
-73
Closed -$4K – 44
2020
Q2 		$4K Buy
+73
New +$3.78K ﹤0.01% 43

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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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s OTIS Position: Q3 2020 in Review

Rothschild & Co Wealth Management (UK) sold out of Otis Worldwide (OTIS) in Q3 2020, closing a stake of 73 shares — an estimated $4K sold.

Rothschild & Co Wealth Management (UK) first reported a position in OTIS in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 1,111 funds tracked by Wall St. Rank hold OTIS as of Q3 2020.

  • Rothschild & Co Wealth Management (UK) reported no remaining Otis Worldwide position as of Q3 2020 after selling out during the quarter.
  • Rothschild & Co Wealth Management (UK) sold 73 Otis Worldwide shares in Q3 2020, an estimated $4K.
  • Rothschild & Co Wealth Management (UK) first reported a position in Otis Worldwide in Q2 2020 and held it in 1 quarter.
  • Rothschild & Co Wealth Management (UK)'s Otis Worldwide position peaked at $4K in Q2 2020.
  • 1,111 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2020.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q3 2020, filed 6 Nov 2020.