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Whalerock Point Partners’s Otis Worldwide OTIS Stock Holding History

Whalerock Point Partners’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
-4,830
Closed -$275K – 129
2020
Q2 		$275K Buy
+4,830
New +$250K 0.16% 92

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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
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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

Whalerock Point Partners's OTIS Position: Q3 2020 in Review

Whalerock Point Partners sold out of Otis Worldwide (OTIS) in Q3 2020, closing a stake of 4,830 shares — an estimated $275K sold.

Whalerock Point Partners first reported a position in OTIS in Q2 2020 and held it in 1 quarter. The position peaked at $275K in Q2 2020. 1,111 funds tracked by Wall St. Rank hold OTIS as of Q3 2020.

  • Whalerock Point Partners reported no remaining Otis Worldwide position as of Q3 2020 after selling out during the quarter.
  • Whalerock Point Partners sold 4,830 Otis Worldwide shares in Q3 2020, an estimated $275K.
  • Whalerock Point Partners first reported a position in Otis Worldwide in Q2 2020 and held it in 1 quarter.
  • Whalerock Point Partners's Otis Worldwide position peaked at $275K in Q2 2020.
  • 1,111 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2020.

Based on Whalerock Point Partners's 13F filing for Q3 2020, filed 13 Nov 2020.