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Weld Capital Management’s Otis Worldwide OTIS Stock Holding History

Weld Capital Management’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
Q2 		– Sell
-7,903
Closed -$541K – 344
2021
Q1 		$541K Buy
7,903
+2,902
+58% +$190K 0.23% 168
2020
Q4 		$338K Buy
+5,001
New +$324K 0.13% 251

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Weld Capital Management's OTIS Position: Q2 2021 in Review

Weld Capital Management sold out of Otis Worldwide (OTIS) in Q2 2021, closing a stake of 7,903 shares — an estimated $541K sold.

Weld Capital Management first reported a position in OTIS in Q4 2020 and held it in 2 quarters. The position peaked at $541K in Q1 2021. 1,138 funds tracked by Wall St. Rank hold OTIS as of Q2 2021.

  • Weld Capital Management reported no remaining Otis Worldwide position as of Q2 2021 after selling out during the quarter.
  • Weld Capital Management sold 7,903 Otis Worldwide shares in Q2 2021, an estimated $541K.
  • Weld Capital Management first reported a position in Otis Worldwide in Q4 2020 and held it in 2 quarters.
  • Weld Capital Management's Otis Worldwide position peaked at $541K in Q1 2021.
  • 1,138 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2021.

Based on Weld Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.