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Weaver Consulting Group’s Otis Worldwide OTIS Stock Holding History

Weaver Consulting 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
2020
Q4 		– Sell
-1,336
Closed -$83K – 653
2020
Q3 		$83K Hold
1,336
– – 0.05% 206
2020
Q2 		$76K Buy
+1,336
New +$69.2K 0.04% 213

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Weaver Consulting Group's OTIS Position: Q4 2020 in Review

Weaver Consulting Group sold out of Otis Worldwide (OTIS) in Q4 2020, closing a stake of 1,336 shares — an estimated $83K sold.

Weaver Consulting Group first reported a position in OTIS in Q2 2020 and held it in 2 quarters. The position peaked at $83K in Q3 2020. 1,165 funds tracked by Wall St. Rank hold OTIS as of Q4 2020.

  • Weaver Consulting Group reported no remaining Otis Worldwide position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 1,336 Otis Worldwide shares in Q4 2020, an estimated $83K.
  • Weaver Consulting Group first reported a position in Otis Worldwide in Q2 2020 and held it in 2 quarters.
  • Weaver Consulting Group's Otis Worldwide position peaked at $83K in Q3 2020.
  • 1,165 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.