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True North Advisors’s Otis Worldwide OTIS Stock Holding History

True North 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
2021
Q4 		– Sell
-2,839
Closed -$233K – 243
2021
Q3 		$233K Hold
2,839
– – 0.05% 210
2021
Q2 		$232K Buy
+2,839
New +$219K 0.05% 203
2020
Q4 		– Sell
-3,884
Closed -$242K – 200
2020
Q3 		$242K Buy
+3,884
New +$238K 0.07% 157

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

True North Advisors's OTIS Position: Q4 2021 in Review

True North Advisors sold out of Otis Worldwide (OTIS) in Q4 2021, closing a stake of 2,839 shares — an estimated $233K sold.

True North Advisors first reported a position in OTIS in Q3 2020 and held it in 3 quarters. The position peaked at $242K in Q3 2020. 1,192 funds tracked by Wall St. Rank hold OTIS as of Q4 2021.

  • True North Advisors reported no remaining Otis Worldwide position as of Q4 2021 after selling out during the quarter.
  • True North Advisors sold 2,839 Otis Worldwide shares in Q4 2021, an estimated $233K.
  • True North Advisors first reported a position in Otis Worldwide in Q3 2020 and held it in 3 quarters.
  • True North Advisors's Otis Worldwide position peaked at $242K in Q3 2020.
  • 1,192 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2021.

Based on True North Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.