SRH Advisors’s Otis Worldwide OTIS Stock Holding History

SRH Advisors’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	-8	Closed	-$1K	–	309
2020 Q3	$1K	Hold	8	–	–	﹤0.01%	293
2020 Q2	$0	Buy	+8	New	+$414	﹤0.01%	292

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SRH Advisors's OTIS Position: Q4 2020 in Review

SRH Advisors sold out of Otis Worldwide (OTIS) in Q4 2020, closing a stake of 8 shares — an estimated $1K sold.

SRH Advisors first reported a position in OTIS in Q2 2020 and held it in 2 quarters. The position peaked at $1K in Q3 2020. 1,165 funds tracked by Wall St. Rank hold OTIS as of Q4 2020.

SRH Advisors reported no remaining Otis Worldwide position as of Q4 2020 after selling out during the quarter.
SRH Advisors sold 8 Otis Worldwide shares in Q4 2020, an estimated $1K.
SRH Advisors first reported a position in Otis Worldwide in Q2 2020 and held it in 2 quarters.
SRH Advisors's Otis Worldwide position peaked at $1K in Q3 2020.
1,165 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2020.

Based on SRH Advisors's 13F filing for Q4 2020, filed 22 Jan 2021.